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Customer Relationship Officer

2 - 3 years

2 - 4 Lacs

Posted:1 day ago| Platform: Naukri logo

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Work Mode

Work from Office

Job Type

Full Time

Job Description

  • Ensure that customer information is communicated to the respective customer only
  • Ensure that upon written request and verification of the signature the account information is provided
  • Ensure that the customer query are attended to and resolved in an efficient manner and within stipulated Turn Around Time (TAT)
  • Recording complaints as per the specified process
  • Ensure that complaints are resolved quickly and avoid the situation where it may get escalated
  • Improve customer communication on closures through scripts & mails
  • Preventive complaint management
  • Asking for feedback from customers, who may not be complaining
  • Understand and comply with requirements of all relevant policies of the bank including full compliance with Know Your Customer (KYC) and Anti Money Laundering (AML) requirements
  • Ensure that customer contact details are updated
  • PAN
  • Address, Phone and email
  • Any other pending documents/information are to be updated
  • Ensure that correct product information is disseminated
  • Responsibility of processing customer instructions within the said TAT
  • Ensure that the schedule of fees and services are followed and ensuring no revenue leakage to the Bank

  • To handle balance enquiries/ brief transaction queries/ statement or balance confirmation certificate issuance to customers (however to ensure customers are migrated to DBC)
  • To process stop payment
  • Passbook printing as and when required
  • Ensure NTB lead generation as per productivity targets provided by the Bank

Deepening of mapped customer portfolio as per benchmarks provided by the Bank.

Preferred candidate profile

  • Minimum a Bachelor's degree
  • Basic banking product knowledge will be essential
  • Those having previous work experience may be preferred
  • Strong listening skills and patience to work with customers and understand their needs
  • Ability to demonstrate positive attitude, adaptability, flexibility and punctuality
  • Highly professional and positive attitude and ability to deliver customer-focused service
  • Should be good team player with proper interpersonal skills
  • Should possess sales and influencing skills
  • Good communication skill in Hindi, English and a local language
  • Knowledge of competition will be an advantage

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