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Service Delivery Officer-BRANCH BANKING-Branch Banking

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Kotak Mahindra Bank

2mo ago

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

AI generated summary

  • You must build strong relationships with high net worth clients, possess excellent communication skills, be courteous, understand banking norms, and have good knowledge of Microsoft Excel.
  • You will handle customer service requests, generate business MIS, ensure compliance, coordinate account openings, and manage and resolve customer complaints within TAT.

Requirements

  • Developing and maintaining banking relationships with a select group of high net worth customers
  • Excellent communication skills with customer service orientation
  • Courteous and polite.
  • Good knowledge of Microsoft excels.
  • Understanding of banking norms and processes.

Responsibilities

  • Handling personalized service requests of customers.
  • Generation of timely business MIS.
  • Ensuring strict adherence to compliance, audit and regulatory requirements for customer segment.
  • Coordination with CPC/RPC/Investment desks for account opening of customers.
  • Managing complaints of customers and ensuring their resolution within TAT.

FAQs

What is the main responsibility of a Service Delivery Officer in Branch Banking?

The main responsibility includes handling personalized service requests of customers, generating timely business MIS, ensuring compliance with audit and regulatory requirements, and managing customer complaints within turnaround time (TAT).

What qualifications are required for this role?

The role requires excellent communication skills, customer service orientation, knowledge of Microsoft Excel, and an understanding of banking norms and processes. Building and maintaining relationships with high net worth customers is also essential.

Is prior banking experience necessary for this position?

While not explicitly stated, prior banking experience may be beneficial, especially in handling high net worth clients and understanding banking processes.

What is the significance of adherence to compliance and audit requirements?

Adherence to compliance and audit requirements is crucial to ensure that the bank operates within regulatory frameworks, protects customer interests, and mitigates risk.

How does a Service Delivery Officer manage customer complaints?

A Service Delivery Officer is responsible for managing customer complaints and ensuring their resolution within the established turnaround time (TAT).

Will the Service Delivery Officer need to coordinate with other departments?

Yes, the Service Delivery Officer will coordinate with CPC/RPC/Investment desks for account opening processes and other service-related inquiries.

What type of customers will the Service Delivery Officer be dealing with?

The Service Delivery Officer will be primarily dealing with a select group of high net worth customers.

Are there opportunities for career growth in this role?

Yes, there may be opportunities for career growth within the branch banking division, depending on performance and organizational needs.

What tools will the Service Delivery Officer need to use?

The Service Delivery Officer will need to be proficient in Microsoft Excel for generating business MIS and potentially other banking software for customer management.

Is there a customer service expectation for this role?

Yes, excellent customer service orientation and courteous interactions are key expectations for the Service Delivery Officer position.

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Kotak Mahindra Bank

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.