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SDO Authorizer - Branch Banking - Branch Banking

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

AI generated summary

  • You need 3 years in branch banking operations, a degree, a focus on customer service, and experience as a senior teller or in branch operations. Age: 23-25 years.
  • You will service walk-in customers, generate leads, resolve queries, support audits, cross-sell financial products, and seek business opportunities to enhance customer experience.

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 primary role of the Service Delivery Officer (SDO)?

The primary role of the Service Delivery Officer (SDO) is to provide exceptional customer service to walk-in bank customers, ensure customer query resolution, and support the generation of leads for new-to-bank (NTB) customers and cross-selling of financial products.

What are the key responsibilities of the SDO?

Key responsibilities of the SDO include servicing walk-in customers, generating leads, acting as a backup to the Service Officer (SO), conducting non-transaction related servicing like audits and reconciliations, resolving customer queries, and identifying business opportunities for cross-selling.

What qualifications are required for this position?

The position requires at least 3 years of experience in branch banking operations, as well as a post-graduate or graduate degree with relevant experience.

Is prior experience in branch banking essential?

Yes, prior experience in branch banking operations is essential, with a minimum of 3 years required for this role.

What age group is targeted for this position?

The targeted age group for this position is between 23-25 years.

Who will the SDO report to?

The SDO will report to the Senior Manager (SM).

Which companies are targeted for recruitment for this role?

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

Is there an emphasis on customer service in this role?

Yes, there is a strong emphasis on customer service, particularly in query resolution and customer retention.

What qualities are essential for candidates applying for this role?

Essential qualities include a strong motivation for customer service, understanding of financial terminology, and the ability to identify and exploit business opportunities.

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.