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Manager - Phone Banking Unit - Pune 2

West 4401-Pune RO, Pune, Maharashtra, India


Department
WEST PHONE BANKING
Job posted on
Jan 09, 2026
Employment type
Permanent

  • Formulate and execute the strategy for Phone & Video Banking channel for the Bank, which includes people, technology, process, performance and customer experience management.
  • Design innovative ‘voice’, ‘video’ and ‘non-voice’ initiatives to reach out to customers to:

    • Assist Bank in digitally onboarding new customers through VKYC/Video banking

    • Provide resolution of customers’ grievances/queries as a top most priority

    • Enable seamless customer engagement – welcome calls, payment reminders, transaction etc.

    • Provide seamless/ branch like experience through video banking, as an alternative and effective channel for customer servicing and problem resolution

    • Identify opportunities to generate & convert leads for Ujjivan products/services

  • Decide on products/services to be offered through phone banking with a focus to drive profitability and sustainability of the channel

  • Ensure compliance with regulatory, audit and risk guidelines for the channel

  • Manage the end to end operations of the in-bound and out-bound contact center; including selecting, onboarding and managing the vendors (for contact center technology) on an ongoing basis to drive productivity and operational efficiency


  • SIZE OF THE ROLE

FINANCIAL SIZE

NON-FINANCIAL SIZE

INR 700~ crores business generation.
Targeted customer retention, cross sell and up sell.
Manage a portfolio of 1 lakh+ liability customers through Virtual RM platform.

Maintain service levels for Phone & Video Banking for 1.5 lakhs+ inbound/outbound calls.


  • KEY DUTIES & RESPONSIBILITIES OF THE ROLE

Business
  • Reorganize and run the phone & video banking channels of Ujjivan Small Finance Bank with the objective of extracting the 'power of phone & video’ for delivering seamless customer experience; and identifying opportunities to grow business.

  • Finalize vendors for establishing the inbound/outbound contact center for the bank; conduct periodic reviews to monitor performance, adherence to SLAs and adherence to risk framework

  • Drive sales orientation amongst tele-callers; guide on leveraging every customer call for a possible cross-sell opportunity

  • Achieve the overall targets for throughput (number of calls as per categories, no of sales leads, conversion rate etc.

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