Job Description
ROFILE - VIRTUAL PHONE BANKING OFFICER
SALARY -2.88 LPA - INCENTIVES
EDUCATION - GRADUATION
PREFERENCE - BANKING , BPO , Broking From , Insurance , Voice Process, ( EXP. Required Customer Support , Phone Banking , Tele Sales Etc.)
Male Female Both
Age Maximum 30
Required work experience
• Industry: BFSI
• Role: Fresher/Sales
• Years of experience: 0.6 to 5 Years
Please find the JD details:
Primary Responsibilities:
• Process Management:
• Follow the process & adhere to the guidelines of the Channel.
• Code of Conduct and other compliances to be followed strictly as downloaded during training and at regular team meetings.
• Adhering to the required system login & Dialer hygiene parameters (TOS / Wrap / Talk time) for the day / month.
• Maintain Call & Business Productivity.
• Ensure adherence to Call information management guidelines to eliminate / minimize customer complaints related to misinformation / misrepresentation.
• Adhere to the business performance in terms of call coverage, database and lead management, appointments fixed, business in hand, logins, disbursements, hygiene parameters -complaints and sourcing mix
• Target v/s Achievement:
• The prime KRA is to meet the business targets set for the Month / Year and maintain productivity benchmarks.
• identify the right product for customers and ensure sales closure.
• Quality Management:
• Understanding the exact customer's needs & selling the right product to the customer.
• Effective interaction / communication to be done with customers.
• Ensure proper tagging & dispositions of leads & databases called on Dialer systems.
• Phone Banking Officer to work on the feedback shared by the supervisor / training & quality manager on the quality of appointment fixed & communication with customers.
• Cross sells different banks products to the customer as per the requirement.
• Ensure adherence to the processes laid down for call management, lead management, database management and customer management.
• Attend the Product, soft skills, process training programs and refreshers through SCC & product teams
• CALL & What's app - 78+8-3887-14
Job Types: Full-time, Regular / Permanent, Fresher
Salary: ₹16,801.27 - ₹23,435.70 per month
Benefits:
• Health insurance
• Provident Fund
Schedule:
• Day shift
Supplemental pay types:
• Commission pay
• Performance bonus
• Yearly bonus
Ability to commute/relocate:
• Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Required)
Education:
• Bachelor's (Preferred)
Experience:
• total work: 1 year (Preferred)
Speak with the employer
++1 78+8388714
Expected Start Date: 15/05/2026
SALARY -2.88 LPA - INCENTIVES
EDUCATION - GRADUATION
PREFERENCE - BANKING , BPO , Broking From , Insurance , Voice Process, ( EXP. Required Customer Support , Phone Banking , Tele Sales Etc.)
Male Female Both
Age Maximum 30
Required work experience
• Industry: BFSI
• Role: Fresher/Sales
• Years of experience: 0.6 to 5 Years
Please find the JD details:
Primary Responsibilities:
• Process Management:
• Follow the process & adhere to the guidelines of the Channel.
• Code of Conduct and other compliances to be followed strictly as downloaded during training and at regular team meetings.
• Adhering to the required system login & Dialer hygiene parameters (TOS / Wrap / Talk time) for the day / month.
• Maintain Call & Business Productivity.
• Ensure adherence to Call information management guidelines to eliminate / minimize customer complaints related to misinformation / misrepresentation.
• Adhere to the business performance in terms of call coverage, database and lead management, appointments fixed, business in hand, logins, disbursements, hygiene parameters -complaints and sourcing mix
• Target v/s Achievement:
• The prime KRA is to meet the business targets set for the Month / Year and maintain productivity benchmarks.
• identify the right product for customers and ensure sales closure.
• Quality Management:
• Understanding the exact customer's needs & selling the right product to the customer.
• Effective interaction / communication to be done with customers.
• Ensure proper tagging & dispositions of leads & databases called on Dialer systems.
• Phone Banking Officer to work on the feedback shared by the supervisor / training & quality manager on the quality of appointment fixed & communication with customers.
• Cross sells different banks products to the customer as per the requirement.
• Ensure adherence to the processes laid down for call management, lead management, database management and customer management.
• Attend the Product, soft skills, process training programs and refreshers through SCC & product teams
• CALL & What's app - 78+8-3887-14
Job Types: Full-time, Regular / Permanent, Fresher
Salary: ₹16,801.27 - ₹23,435.70 per month
Benefits:
• Health insurance
• Provident Fund
Schedule:
• Day shift
Supplemental pay types:
• Commission pay
• Performance bonus
• Yearly bonus
Ability to commute/relocate:
• Mumbai, Maharashtra: Reliably commute or planning to relocate before starting work (Required)
Education:
• Bachelor's (Preferred)
Experience:
• total work: 1 year (Preferred)
Speak with the employer
++1 78+8388714
Expected Start Date: 15/05/2026
💡 Quick Summary
Seeking a career-building opportunity? The Phone Banking Officer 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.
