Job Description
Job Category: BankingFinancial ServicesNBFC
Job Type: Full Time
Job Location: Mumbai
Salary Range Offered PA: 22 lacs-25.5 lacs
Experience in Years: 10yrs-16 yrs
Educational Qualifications: CAMBA
Reporting – SVP – Customer Experience & Service Delivery
Job Role:
– Drive key automation projects of the Service and CX function of Wholesale banking group
– Gathering information from users of various departments like Service team, Product team, Process team, Ops Team, for preparation of BRD/RSD by BSG/IT/Partners/ Project team
– Prepare framework for movement/automation of the existing processes into CRM (Salesforce) covering from start point i.e. customers approaching through various channels to the closure of the request.
– Simplifying/standardizing system flows/ processes like Account Opening, Account Maintenance, CMS Set up and real time troubleshooting CMS issues, Disbursements, General Banking Operations, Email/Voice helpdesk and complaints processes keeping in mind the end to end service delivery for business banking clients
– Coordination with various departments/cross functional teams for sign off to execute projects as per requirement
– Identifying opportunities for automation/solutions to reduce redundancy and eliminate duplicate activities, complexity, manual activities and curbing handoff points and improving efficiency/productivity of customer facing service employees
– Keeping customer and employee effort score low and improve experience by enabling simpler UI’s and eliminating scope of human errors.
– Creating process flow so that status of applications/requests is visible to RM’s/Customers to reduce volume of queries received by Service teams
– Identify proactive servicing projects, create digital service roadmap to reduce requests and enable self-service for customers
– Driving/meeting project deadlines in close coordination with Project teams / vendors / partners
– Conducting UAT’s, giving sign offs for BRD’s / FSD’s, go live post UAT, user guides / arranging user trainings, system launch and driving usage of systems launched
– Competition benchmarking within and outside industry
BRD -Business Requirement Document, RSD -Requirement Specification Document, FSD – Functional Specification Document, CRM – Customer Relationship Management System
Job Requirements :
– CA/MBA with 5-8 years of experience
– Attention to detail – for identifying operational misses and process gaps
– Prior experience of CRM configuration, process design, understanding of corporate banking requirements will be preferred.
– Prior experience of working on Salesforce CRM will be preferred
– Good communication and leadership skills
– Working knowledge of Microsoft Office (Word, Excel & PPT)
– Prior experience / interest in managing customer issues and driving for improving processes is a must.
– Inquisitive about existing processes – can find his / her way through the organization
Job Type: Full Time
Job Location: Mumbai
Salary Range Offered PA: 22 lacs-25.5 lacs
Experience in Years: 10yrs-16 yrs
Educational Qualifications: CAMBA
Reporting – SVP – Customer Experience & Service Delivery
Job Role:
– Drive key automation projects of the Service and CX function of Wholesale banking group
– Gathering information from users of various departments like Service team, Product team, Process team, Ops Team, for preparation of BRD/RSD by BSG/IT/Partners/ Project team
– Prepare framework for movement/automation of the existing processes into CRM (Salesforce) covering from start point i.e. customers approaching through various channels to the closure of the request.
– Simplifying/standardizing system flows/ processes like Account Opening, Account Maintenance, CMS Set up and real time troubleshooting CMS issues, Disbursements, General Banking Operations, Email/Voice helpdesk and complaints processes keeping in mind the end to end service delivery for business banking clients
– Coordination with various departments/cross functional teams for sign off to execute projects as per requirement
– Identifying opportunities for automation/solutions to reduce redundancy and eliminate duplicate activities, complexity, manual activities and curbing handoff points and improving efficiency/productivity of customer facing service employees
– Keeping customer and employee effort score low and improve experience by enabling simpler UI’s and eliminating scope of human errors.
– Creating process flow so that status of applications/requests is visible to RM’s/Customers to reduce volume of queries received by Service teams
– Identify proactive servicing projects, create digital service roadmap to reduce requests and enable self-service for customers
– Driving/meeting project deadlines in close coordination with Project teams / vendors / partners
– Conducting UAT’s, giving sign offs for BRD’s / FSD’s, go live post UAT, user guides / arranging user trainings, system launch and driving usage of systems launched
– Competition benchmarking within and outside industry
BRD -Business Requirement Document, RSD -Requirement Specification Document, FSD – Functional Specification Document, CRM – Customer Relationship Management System
Job Requirements :
– CA/MBA with 5-8 years of experience
– Attention to detail – for identifying operational misses and process gaps
– Prior experience of CRM configuration, process design, understanding of corporate banking requirements will be preferred.
– Prior experience of working on Salesforce CRM will be preferred
– Good communication and leadership skills
– Working knowledge of Microsoft Office (Word, Excel & PPT)
– Prior experience / interest in managing customer issues and driving for improving processes is a must.
– Inquisitive about existing processes – can find his / her way through the organization
💡 Quick Summary
Seeking a career-building opportunity? The AVP | DVP | Customer Service | Projects | Bank position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.