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Role description
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Job Title
Client Care Executive
Business Unit
Retail Branch Banking
Reporting To
Teller Authorizer and Branch Head
Job Function and Role Type
Operations and Client Service, Individual Contributor
Version No
2.0
Position purpose
Make sure error-free operations and adherence to bank processes under the guidance of the Teller Authorizer and Branch Manager. Deliver superior client service and cross-sell products to reach branch profitability.
Key Responsibilities
Operations
Complete operational tasks efficiently and accurately.
Monitoring
Monitor processes and make sure compliance with bank standards.
Reporting
Prepare and submit required reports promptly.
Maintenance
Sustain records and make sure proper upkeep of systems and processes.
Client Service
Oversee lobby and queues for quality service. Resolve complaints within TATs, escalate as needed, and gather client feedback. Make sure timely card loading and effective communication on complaint closures.
Sales
Identify and oversee high transacting clients. Handle cash transactions, FX postings, gold sales, and prepaid cards. Act as custodian for teller box, cheque drop boxes, and vault. Make sure compliance with clearing, ATM, and large transaction processes. Monitor high-value accounts and transactions, file AML reports, and sustain suspense accounts. Submit CBDT schedules and make sure accurate record-keeping. Generate leads and cross-sell liability products, credit cards, gold bars, and Forex Plus cards.
Education:
Graduation/Post-Graduation.
Certifications:
IRDA for Life Insurance, POS for General Insurance, NISM V (A).
Key Competencies
Banking product knowledge, group management, planning and organizing, communication, awareness of banking regulations.
Major Stakeholders
Clients, Branch Banking Group, Operations, Insurance CAM, MF Fund Houses, HSL Personnel.
Capabilities
Refer to the Job Description
This opening is for the VC-Service RM-Phonebanking position in Mumbai.
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 0 - 15 Years years of relevant experience expected for this role.
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a VC-Service RM-Phonebanking at HDFC Bank.
This role requires around 0 - 15 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
You can apply directly using the Apply Now button on this page, which will take you to HDFC Bank's application process for this role.