Job Responsibility :
- Process improvements to achieve NIL FTNR & reduced account opening TAT
- Ensure Competition bench marking with regards to the account opening processes & lies with Legal, compliance, BOTC for simplification
- Identification of process gaps / improvement areas regularly basis the queries received by casa solution desk
- Migration to Digital process for better customer experience
- Improvement of TAT, Reduction in Rejection
- Penetration of Digital projects
- Process Library to be kept updated and make available online
- Editable account opening forms for all constitutions
- Sprinklr to be used to answer CASA queries
- Monthly engagement /training of Business team to improve / enhance knowledge on CA
- Human capital / Resource development (Support channel in meeting Bank objectives)
- Ensure release of global mailers on the subject regularly
- Ensure continuous learning and development of the team
- CASA Guru app access to be enabled for business team (monthly activity) & to be kept updated with new guidelines/ simplification
Complaint management:
- Ensure that all complaints (MD complaints, customer complaints or Regulatory complaints) are resolved and responded to within the defined TATs
- Improvise the products/processes to reduce the recurrence of such complaints
- Analyse the top complaints occurring per month and address them to eliminate the recurrence of those complaint
Desk processes (To Do List, Team reviews):
- Maintenance of daily Activity/task tracker
- Branch Manager / Cluster Heads to be kept informed on FTNR %
- Engage with business team on regular basis for challenges received while sourcing current account opening
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