Job description:CUSTOMER SUPPORT OFFICER
Job Summary
We are seeking a dedicated and detail-oriented Customer Support Officer (CSO) to manage customer interactions, document collection, profiling, and coordination for loan processing. The CSO will act as a key link between customers, internal teams, and bank officials to ensure smooth end-to-end processing of cases.
Key Responsibilities:
Lead Handling & Customer Interaction
- Make secondary calls to leads, collect required details, and explain the group formation process.
- Create WhatsApp groups, share call recordings, and add customers to the group.
- Send document checklists and maintain regular communication with customers.
- Handle primary calling whenever assigned by management or team leads.
- Meet customers or arrange meetings with management when required.
- Call customers after finalization and update them on case status.
Documentation & Profiling
- Create primary profiles and upload them to the drive.
- Follow up with customers to collect documents within timelines.
- Rename, sort, and upload documents to the drive properly.
- Update lead details in the profit centre with relevant links.
- Prepare secondary profiling including financial analysis, loan details, merits & challenges.
- Update profiles based on newly received documents.
- Prepare proposals and send them to customers when required.
- Collect payments from customers as needed
Coordination & Follow-Up:
- Coordinate with customers for PD (Personal Discussion) and technical valuation arranged by the bank.
- Follow up for pending documents required by credit and legal teams.
- Coordinate with Team Leader, Bank Finalization Officer, and Bank Follow-Up Officer for case updates.
- Follow up with the Legal Officer for document checks and pending items.
- Send emails to the bank regarding documents during finalization and after login.
- Inform customers about sanction details including loan amount, tenure, charges, and conditions.
- Coordinate with customers for agreement signing before disbursement.
Reporting & Analysis:
- Take credit reports of customers and prepare credit analysis reports.
- Update the profit center daily with the status of each case.
- Ensure timely and accurate documentation for smooth loan processing
Required Skills:
1. B.Com/M.Com Finance / MBA Finance
2. Good Communication skills
3. Basic knowledge in banking/finance
Freshers can also apply
Sal Package: 15-18K
Location : Palarivattom
Job Types: Full-time, Permanent, Fresher
Pay: ₹15,000.00 - ₹18,000.00 per month
Benefits:
Education:
Work Location: In person
