CRM Retail Branch

Role & responsibilities

1. Drive ACH activation for customers as per defined targets.
2. Ensure desired audit ratings and timely ATR submission in the audit portal.
3. Maintain DWM discipline through daily reporting and adherence to operational standards.
4. Handle exceptions related to KFS upload and CSS creation within defined TAT.
5. Achieve fee-based business targets (MI, HI, AFC) and investment business targets (FD, MF).
6. Deliver loan business targets (PAPQ, Suvidha, Wheels Loan) as per annual plans.
7. Ensure timely PDD updation (RC, Invoice, Insurance) within SLA.
8. Improve QRC resolution within TAT to enhance customer satisfaction.
9. Ensure timely file movement/dispatch to RMC before the 20th of the next month.
10. Provide personalized service to customers and resolve queries promptly.
11. Support Branch Head in achieving overall branch business and compliance objectives.

Preferred candidate profile

- Graduate with 2-5 years of experience in Retail Finance/NBFC/BFSI

- Experience into LI, GI etc

- Branch operations
- Audit & compliance
- Customer relationship management
- Product knowledge

- Communication & interpersonal skills
- Customer centricity
- Result orientation
- Attention to detail