Handle investment portfolio process
Ensure quality customer service is delivered
Recording complaints as per the specified process
Resolving all complaints received (self, branch, other units) within the stipulated TATs
o Ensure appropriate customer communication on closures & copy of that to be filed.
Preventive complaint management
o Asking for feedback from customers, on various bank products / services
Promoting all direct banking channels and ensuring that the customer is utilizing the same
Responsibility of opening the customer account within the TAT.
Opening of Accounts at branch / Outside the bank premises
Checking all details filled by customer on account opening form / customer instruction.
As a locker custodian ensure that locker allotment and all other related operations is as per prescribed process
Updation of LTS for the asset leads generated
Updation of LTR on line portal for portfolio customers daily
Updation of weed-out database on the portal
Ensure that 5-S norms are adhered to for individuals workstation
Updation of all leads / Status / customer interactions in CRM Next post every interaction.
All Management initiative needs to be attend proactively.
Daily updation of pending register for unprocessed customer instructions at desk.
Follow up with portfolio customers for compliance of Regulatory requirements
o Form 60/61
o FATCA / CRS
o Re-Kyc documents.
Salary: Not Disclosed by Recruiter
Industry: Retail / Wholesale
Functional Area: Financial Services, Banking, Investments, Insurance
Role Category: Retail/Personal
Role: Customer Service Executive