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    Job Description - CRO

    Uploaded by

    Peeush Shrivastava
    The Customer Relationship Officer is responsible for providing high-quality customer service and resolving customer queries to generate sales opportunities. Key responsibilities include selling bank products to generate revenue, ensuring customer information and queries are handled properly according to regulations, and maintaining accurate customer records and communication while complying with know-your-customer and anti-money laundering requirements. Duties also involve processing customer deliverables like account kits and properly handling returned items according to procedures.

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    Job Description - CRO

    Uploaded by

    Peeush Shrivastava
    23 views1 page
    The Customer Relationship Officer is responsible for providing high-quality customer service and resolving customer queries to generate sales opportunities. Key responsibilities include selling bank products to generate revenue, ensuring customer information and queries are handled properly according to regulations, and maintaining accurate customer records and communication while complying with know-your-customer and anti-money laundering requirements. Duties also involve processing customer deliverables like account kits and properly handling returned items according to procedures.

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    Job description_CRO (1)

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    The Customer Relationship Officer is responsible for providing high-quality customer service and resolving customer queries to generate sales opportunities. Key responsibilities include selling bank products to generate revenue, ensuring customer information and queries are handled properly according to regulations, and maintaining accurate customer records and communication while complying with know-your-customer and anti-money laundering requirements. Duties also involve processing customer deliverables like account kits and properly handling returned items according to procedures.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    23 views1 page

    Job Description - CRO

    Uploaded by

    Peeush Shrivastava
    The Customer Relationship Officer is responsible for providing high-quality customer service and resolving customer queries to generate sales opportunities. Key responsibilities include selling bank products to generate revenue, ensuring customer information and queries are handled properly according to regulations, and maintaining accurate customer records and communication while complying with know-your-customer and anti-money laundering requirements. Duties also involve processing customer deliverables like account kits and properly handling returned items according to procedures.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
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    Job description: Customer Relationship Officer

    Role:

    The position is responsible for providing high quality service and query resolution to the customers
    of the bank, proactively and convert service opportunity into a sales opportunity. The position shall
    ensure that all services and operations are carried out within stipulated norms and regulations so
    that the customers can avail services through multiple channels saving them time and effort and
    giving them proper service and ensuring repeat business. Includes 70% of sales & 30% Operations.

    Key Responsibilities:

     Selling Banks product & generate revenue for the bank.


     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 queries are attended to and resolved in an efficient manner and
    within stipulated Turn Around Time (TAT).
    Recording complaints as per the specified process and ensure that complaints are
    resolved quickly and avoid the situation where it may get escalated
    Improve customer communication on closures through scripts & mail and asking for
    feedbacks.
    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.
    Ensure that correct product information is disseminated
    Ensure that all reports are collected and delivered to the Custodian of Deliverable
    viz., Welcome Kit, Cheque Book, ATM/Debit cards, Tatkal Kits. As a custodian, ensure
     That the laid down process for returned welcome kits is followed.
     That the customers are informed in case the deliverable got return & To maintain low
    deliverable stock and to reconcile deliverables and acknowledge E-RoD on receipt of the
    same.
     Returned deliverables/deliverables with insufficient address ought to be handled as per the
    process to ensure reprocessing and curing of returned instructions, forms sent from CPU.
     Reduce holding volumes of deliverables/returned deliverables
     Ensure proper record of destruction of deliverables is maintained
    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 and passbook printing as and when required

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