Process Associate - Ernakulam

SIB Operations And Services

0 - 1 years

1 - 2 Lacs

Ernakulam

Posted:8 hours ago| Platform:

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Skills Required

Communication Skills MIS Preparation Documentation Voice Process Document Verification Interpersonal Skills Background Verification

Work Mode

Work from Office

Job Type

Full Time

Job Description

Role & responsibilities

Conduct outbound calls to New-to-Bank (NTB) and Existing-to-Bank (ETB) customers based on leads provided through Fintech partnerships or internal databases.
Promote relevant asset and liability products as per departmental priorities.
Follow up with customers and assist in lead conversion by coordinating with internal departments and branches.
Maintain a professional and courteous tone during all customer interactions.
Handle customer queries and escalate unresolved issues as per defined protocols.
Adhere to customer service scripts and maintain a consistent standard of interaction aligned with bank values and compliance requirements.
Accurately update customer response and status in designated dashboards.
Maintain Excel-based trackers and MIS reports for daily calling activities.
Share timely reports with SA & DBD and other relevant stakeholders as required.
Coordinate with branches, departments, and Fintech partners for effective lead follow-up and query resolution.
Manage email correspondence professionally and efficiently.
Maintain strict confidentiality of customer data and comply with banks internal policies and regulatory guidelines.
Follow the Standard Operating Procedure (SOP) and participate in training programs and assessments as directed by the department
Any other jobs/tasks as may be allotted from time to time in the operation domain as deemed necessary.

Preferred candidate profile

Good Communication skills
Proficiency in English, Malayalam & Hindi

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