Roles and Responsibilities
Job Description
Job Title Senior Manager – Internal Ombudsman Unit
Department Client Services
A. Position Purpose
Responsible for successful implementation and continuous adherence to the Internal
Ombudsman Scheme of RBI, as applicable to the Bank.
Primary Role:
Internal Ombudsman Unit / SPOC for referral of cases to IO for declines to Clients by bank
Responsible to ensure complete details are enclosed
Discussion of cases with Complaints Management Teams (CMUs) for their guidance and for any
further information or documentation required
Achieve timely IO referral of cases
Advise and guide CMU teams on adherences to IO Decisions and maintain MIS of the same
Ensure that Analysis of those cases closed in Client favor & suggestions and learnings from IO
are part of Dashboard MIS
Responsible for rolling out monthly IO MIS
B. Position Responsibilities
Sr. Key Responsibilities
1
Defining, building, implementing and ensuring continuous adherence to I.O. Scheme and
I.O. related Architecture by the Bank by regularly advising teams to refer cases for no
miss-outs.
2 Continuous review and improvisation of the I.O. related Processes and Architecture.
Be key stakeholder in incorporating effective usage of IO Scheme in complaints management software
3 Support the Head Complaints Management in the creation and then continued
adherence to Referral Process-IO SOP – Complaints Tickets.
4 Documentation of I.O. related processes and policies as applicable from the Regulatory and Bank’s
perspective
5 Regularly review I.O. Scheme of RBI and other related Regulatory updates from RBI
Website
9
Share cases with I.O. and then IO Verdict with teams for their actions basis IO Decisions.
Liaise with Teams for clearing any IO queries.
Take adherence confirmations from relevant complaints teams in all recommendations /
rulings of IO
10 Be updated with RBI Circulars and Bank’s process/policies/term and conditions for discussions on cases
with the I.O.
11 Create all referral related information / data / dashboards MIS , Learnings etc., for
submissions to various Governance Bodies Audit and Services Management.
C. Qualifications and Experience Requirement
Qualifications
Essential Graduate, Preferred: Post Graduate
Experience
Essential Minimum 5 or more years of experience in Client services including experience in
handling Regulatory aspect of Customer Service Experience in Banking and Cards
segment. Have good knowhow of complaints software systems and Excel, PPT, MS.
Should have experience in interacting with all stakeholders, including external tie-ups,
thus ensuring effective results while fostering mutual growth and learnings.
D. Competency
a. Technical Skills
Skill Attribute
Complaints
Handling
Service
Excellence
RCA • Ability to assess client’s grievance
Project
Management
b. Behavioural Skills
Competencies Attribute
Professionalism To conduct your duties with good judgment and in good faith
Respect To be sensitive and responsible for own conduct
Excellence To act in a manner that earns the trust and admiration of others
Entrepreneurial To be enterprising and take ownership of our actions
Teamwork Working collaboratively to achieve the common goals and be successful
together
Client Oriented/Engaging Ability to understand Customer Needs & Issues
Result Oriented Unwavering focus on achieving results
Influence Ability to influence stakeholders in a smooth, non-abrasive manner
Orientation to Excellence Strives for Excellence in whatever they do
Attention to Detail Being meticulous and checking the nitty gritty
Communications The ability to convey information to others effectively and efficiently
Perseverance 1. persistence in doing something despite difficulty or delay in achieving
success
Time Management Managing time effectively – allocating the right time to the right activity
Presentation Effective presentation skills
Negotiation Negotiation skills resulting in creation of win-win situations
Stakeholder Management Regular & appropriate engagement with all stakeholders, ensuring they are
informed and aligned when required
Relationship Management Understands that relationship management is a set of beliefs, data and
processes that seek to better understand the needs of others and to produce
value for them and the organization
Desired Candidate Profile
Perks and Benefits
Role:BFSI, Investments & Trading – Other
Salary: Not Disclosed by Recruiter
Industry:Banking
Functional Area:BFSI, Investments & Trading
Role Category:BFSI, Investments & Trading – Other
Employment Type:Full Time, Permanent
Education
UG:Any Graduate
Mount Talent Consulting Private Limited
Bank
Contact Company:Mount Talent Consulting Private Limited