Job Description
Role: . Corporate : . Handling of all Service of S2W sourced corporates and customers . SO needs to share the account opening details with the corporates post the accounts are certified . These details need to be sent by 25th of the month ( or as requested by corporate) for salary uploads to be done by the corporates . Details need to be sent only to the authorized person of the corporate . SO needs to remain in touch with the corporate KDMs/ Key people to help them in service issues/ coordinate salary upload . Salary upload is the most critical activity. Corporates need to be informed in advance on the salary upload cut-offs and process incase they are doing the salary upload at branch/CPC . Incase salary upload is happening by WebPay/ NET IT, SO needs to be in touch with the corporate incase any need arises as these are automated processes. . Incase there is any issue in uploads from these applications remedy needs to be raised and taken up with BSG team. . Individual Customer : Handling customers queries regarding operation of account. . Salary helpdesk id will be shared with the customers, which the SO needs to check and reply from. . Processing customers request for account maintenance (modification of mobile/ email id/ mailing address), setting up SI, Nominee updation. . Following up with different departments for customer issues - o DB ops - Debit card/ IMPS issue o CMS customer service - NEFT/ RTGS issue o Respective RPC for account maintenance issues o BankDp Helpdesk - for Demat related issues o TD ops for TD related issue. o For any issue in net banking/ mobile banking/ SMS- email alerts - we have a system named remedy where the issue needs to be raised. Link for the same is . For each request/ query raised by the customer Service Request (SR) needs to be raised in Siebel, which is our customer management system. . This SR needs to be shared with the customer - so that he can track the status of his request. Alert is sent to customer on his email id once the request is resolved and closed. . SO's will also get queries (SR's) from Siebel - which they need to resolve and close within the defined SR TAT . These SR's will be raised by different departments like branches, CCC. . As per present SOP, +5% SR's need to be closed within TAT. . We have a central grievance redressal desk/ Nodal officer form where we get customers complains and issues. We need to respond to these cases with 4 hrs with an interim response. And resolve the issue on priority. . Apart from this SO needs to visit the corporates (minimum 4 per month as per current SOP) and conduct Parichay session. Parichay is Kotak's platform to take feedback from customers on the service provided by us
💡 Quick Summary
Seeking a career-building opportunity? The Service Officer|Salary2Wealth|CORPORATE SALARY|Regional sales position is now open for candidates interested in the Accountant 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 Accountant Jobs is a plus.
