Customer Service Officer

Role Description

Designation:  Customer Service Officer

Grade: EB-1-officer/EB-2-Assistant Manager

Legal Entity: Equitas Small Finance Bank

Business Unit: Retail Banking

Division: Emerging Enterprise banking

Department:  Branch Operation

Travel required: Yes/No (if Yes, please mark ->)

Level of travel: Occasional

Level: Individual Contributor

Purpose of the role: 

• The position has been created to enable clear focus on verification of loan documents along with loan application

Key Responsibilities: 

• Ensure Verification of Loan documents along with loan application
• Maintenance of branch and customer records
• Ensure updating of receipts and tele-verification
• Ensure maintenance of PDD register
• Ensure compliance to statutory requirements of the branch - registers and displays of charts/posters. Petty cash management & key management.
• Attend to queries of customers and ensure that timely response is provided
• Ensure timely banking of cash
• Ensure Compliance of cash receipting of field staff
• Enable the branch meet the branch objectives of disbursement
• Completion of document checks and tele verification on time

Desired Experience:

• Number of years of experience (01-05 years)
• Type of companies/sector worked for (Private commercial banks and large NBFCs /Fresher)
• Responsibilities managed in the previous organizations(Primarily Credit function. Past experience in credit & Collection  side of CV.)
• Languages (English/Hindi/local Language
• Computer/technical skills (Basic computer Knowledge MSCIT)

Qualifications:

• Graduation: (Any graduation )
• Post-graduation: (MBA would be an added advantage
• Professional Qualifications: If any would be an added advantage
• Certifications : If any would be an added advantage