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  • JD For CSO Branch Ops

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    Nitish Mishra
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    The document describes a Customer Service Officer position in retail assets. The role maintains branch ledgers and loan documents, manages all branch transactions, ensures loan folder completeness and correctness, assists with loan collections, verifies client documents, handles customer queries and complaints, and supports audits by providing records and files. The ideal candidate holds a Bachelor's degree and has relevant job experience. Skills include operational knowledge of audit and compliance.

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    JD for CSO Branch Ops

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    The document describes a Customer Service Officer position in retail assets. The role maintains branch ledgers and loan documents, manages all branch transactions, ensures loan folder completeness and correctness, assists with loan collections, verifies client documents, handles customer queries and complaints, and supports audits by providing records and files. The ideal candidate holds a Bachelor's degree and has relevant job experience. Skills include operational knowledge of audit and compliance.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    8 views1 page

    JD For CSO Branch Ops

    Uploaded by

    Nitish Mishra
    The document describes a Customer Service Officer position in retail assets. The role maintains branch ledgers and loan documents, manages all branch transactions, ensures loan folder completeness and correctness, assists with loan collections, verifies client documents, handles customer queries and complaints, and supports audits by providing records and files. The ideal candidate holds a Bachelor's degree and has relevant job experience. Skills include operational knowledge of audit and compliance.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    JOB DIMENSIONS

    Job Title: Customer Service Officer- Retail Job ID:NA


    Assets

    Function: CSO- Retail Assets Department: Branch Operations &


    Support

    Typical Grade: Trainee Executive – Location (if applicable):


    Assistant Manager- I

    Reporting Manager: Area Manager- Direct Reportees: NA


    Operations

    JOB SUMMARY
     Maintain branch ledgers and registers, prepare loan documents and loan
    cheque for disbursement as specified.
     Manage all transactions in branch.

    KEY RESPONSIBILITIES
     Ensure completeness and correctness of the loan folders during and after the
    disbursement.
     Assist in loan collection from clients.
     Verify all documents related to client and ensure safekeeping of the same.
     Intimation to client about approved loan and handle customer
    queries/complaints at branch.
     Provide support to the audit team by making available all records and files.

    EDUCATIONAL QUALIFICATIONS & CERTIFICATIONS

    Bachelor Degree in any specialisation.


    & CERTIFICATIONS
    RELEVANT JOB EXPERIENCE

    SKILLS & COMPETENCIES

     Operational knowledge of Audit & Compliance

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