Relationship Officer/Customer Service Executive

Role & responsibilities - RO

• Generate new customer leads through various channels
• Proactively identify sales prospects and conduct business development activities
• Follow up on new leads and referrals to generate business
• Achieving the monthly sales targets, cross sell assets and fee products
• Follow various internal guidelines and procedures of the bank
• Ensure customer satisfaction through regular engagement and enhance customer wallet share.
• Resolve customer queries/issues and facilitate customer service
• Maintain periodic status reports, including daily activity report and calls/follow-ups made
• Provide professional customer service to achieve a high percentage of customer satisfaction and retention.
• Portfolio management of customers between identified thresholds.
• Activation of inactive accounts
• Cross sell Liability, Assets and TPP Products.
• Upsell and up tier customers to higher variant of products and services
• Achieve monthly budgets.
• Service walks ins and existing customer in branch and outside of branch
• TDS, 15G, 15H handling in branch
• Get additional NTB customers to the bank
• Customer on-boarding
• Adherence to Banks and regulatory guidelines

Role & responsibilities - CSE

• Manager Cash position in branch
• Cash Vault Management
• Assist customers with cash withdrawal (cheque encashment) and cash deposit
• Processing Payments
• Processing Fund transfer, NEFT, RTGS, Demand Drafts / Pay order
• Custodian of Debit cards, Cheque Books
• Issuance of return cheques
• Passbook Updation
• Issuance of statements
• Issuance of bank stamped statement and other certificates like TDS, 15G, 15H etc.
• Checking Statements
• Updating Account Details by managing customer Instructions
• Being a customer interfacing role, they will also be responsible for attending & resolving customer complaint
• Currency check for soiled / counterfeit notes
• Manage exchange and returns of notes
• Review cash accounts on a daily basis
• Maintain transaction records as per bank's guidelines
• End of Day and End of month reconciliation of Bank vault cash and petty cash.
• Lead generation for Banking products and 3rd Party Products
• Error free processing of Cash
• Locker Operations
• Adherence to Bank and Regulatory guidelines