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Financial Services
Lead CXFinancial Services • Bengaluru, Karnataka, India
Lead CX

Lead CX

Financial Services • Bengaluru, Karnataka, India
12 days ago
Job description

Key Accountabilities & Support Actions

1. Customer Operations & Contact Centre Management

  • Lead inbound customer support across Calls Email WhatsApp and Digital Channels.
  • Ensure SLA adherence for enquiries RFQs and customer requests.
  • Drive first contact resolution and timely escalation management.
  • Monitor service quality productivity and customer satisfaction.
  • Standardize customer interactions through SOPs and quality audits.
  • Publish operational performance dashboards and service metrics.


2. Customer Onboarding Digital Adoption & Compliance

  • Own end-to-end customer onboarding KYC verification and customer activation.
  • Ensure acceptance of Terms & Conditions before customer activation.
  • Drive adoption of Buyer Portal VAN and Self-Service platforms.
  • Educate buyers on digital processes platform capabilities and SOPs.
  • Manage statutory document collection validation and renewals (KYC TDS etc.).
  • Improve onboarding turnaround time and digital adoption metrics.


3. Order Governance & Customer Issue Resolution

  • Manage maker-checker governance for order processing and approvals & PODs
  • Ensure order validation commercial checks and policy compliance.
  • Own buyer disputes returns refunds and escalations.
  • Drive closure of small receivables through proactive buyer engagement.
  • Coordinate with Sales Category Credit Finance and Supply Chain teams for timely issue resolution.
  • Improve order Accuracy ( First Time Right)


4. Customer Experience Excellence & Process Improvement

  • Capture and analyse Voice of Customer (VOC) feedback.
  • Identify customer pain points and implement process improvements.
  • Monitor CX KPIs including CSAT NPS SLA and Resolution TAT.
  • Partner with Product and Technology teams to digitize customer journeys.
  • Drive SOP governance process standardization and audit compliance.
  • Lead continuous improvement initiatives to enhance customer experience and operational efficiency.


5. Buyer Lifecycle & Retention Management

  • Maintain accurate buyer master data across all business systems.
  • Monitor buyer engagement and repeat purchase behaviour.
  • Partner with Sales teams to improve buyer retention and loyalty.
  • Drive proactive buyer communication and engagement initiatives.
  • Analyse customer behaviour and recommend retention strategies.
  • Support revenue growth through superior customer experience and service excellence.


6. Team Leadership & Stakeholder Management

  • Lead coach and develop a team of on-rolls and off-rolls associates.
  • Set goals and monitor productivity quality SLA and operational KPIs.
  • Conduct performance reviews training and capability-building initiatives.
  • Manage workforce planning roster management and vendor performance.
  • Collaborate with Sales Category Credit Finance Supply Chain and Product teams to deliver seamless customer a customer-first high-performance culture focused on accountability ownership and continuous improvement.


Employment Type : Full Time
Experience: years
Vacancy: 1

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Lead CX • Bengaluru, Karnataka, India

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