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SDO Authorizer - Branch Banking - Branch Banking

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  • Job
    Full-time
    Mid Level
  • Customer Relations
    Banking & Finance
  • Mumbai

Requirements

  • Atleast 3 years in branch banking operations.
  • Post-graduate or graduate with appropriate experience.
  • Primary motivation customer service through querry resolution
  • A senior teller or branch operations person.
  • AGE: 23-25 years

Responsibilities

  • Responsible for servicing any walk-in customers of the bank irrespective of the segment/mapping.
  • Regular generation of leads for NTB customer and cross sell.
  • The SDO will act as a backup to the SO.
  • Non-transaction related servicing at the Branch – Audit, Reconciliation of Branch Accounts
  • Customer query resolution –
  • Should have a desire to know and understand financial terminology
  • Cross selling of financial products
  • Exploitation of other business opportunities sensed. Providing quality of experience that will ensure retention and positive word-of-mouth.

FAQs

What is the role of a Service Delivery Officer (SDO)?

The SDO is responsible for servicing walk-in customers, generating leads for new customers, acting as a backup to the Service Officer (SO), and handling non-transaction related servicing such as audit and reconciliation of branch accounts.

What qualifications are required for this position?

Candidates should have at least 3 years of experience in branch banking operations and must be a postgraduate or graduate with relevant experience.

What age group is preferred for applicants?

The ideal age range for applicants is 23-25 years.

Which companies are targeted for applicants to have experience from?

Target companies include HDFC Bank, ICICI Bank, IDBI Bank, and UTI Bank.

What are the primary responsibilities of the SDO in terms of customer service?

The primary responsibilities include customer query resolution, providing quality service for customer retention, and cross-selling financial products.

Who does the SDO report to?

The SDO reports to the Senior Manager (SM).

What qualities are emphasized for candidates applying for this role?

Candidates should have a strong motivation for customer service, a desire to understand financial terminology, and the ability to identify and exploit business opportunities.

Is prior experience in customer service important for this role?

Yes, prior experience in customer service, particularly in query resolution, is important and highly valued for the SDO position.

What is the focus of the customer interaction for this role?

The focus of customer interaction is on quality service delivery at the branch and ensuring customer retention.

Finance
Industry
10,001+
Employees

Mission & Purpose

Kotak Mahindra Bank is a leading Indian financial services conglomerate that offers a wide range of banking and financial products, including personal, corporate, and investment banking services. They provide solutions such as loans, savings accounts, insurance, asset management, and wealth management. Kotak Mahindra Bank’s ultimate mission is to drive growth by delivering innovative and customer-centric financial services while maintaining the highest standards of integrity and professionalism. Their purpose is to empower individuals, businesses, and institutions by offering tailored financial solutions that enhance their financial well-being and support economic progress.