Banker-Customer Experience
IDFC FIRST Bank
Date: 2 weeks ago
City: Ahmedabad, Gujarat
Contract type: Full time
Job Requirements
Job Title: Banker Customer Experience
Function: Branch Banking
Job Purpose
The role entails providing best in-class customer service to become their banking partner of choice through efficient and cost-effective customer engagement. The role bearer would be responsible for client engagement, customer service, operations, liability build up, cross sales at the designated branch and ensure regulatory requirements.
Roles & Responsibilities
CA/SA/TD build up, Share of customer wallet, Product Cross Sell targets, Performance score card.
Education Qualifications
Graduate: Any Graduation
Post graduation: Any Postgraduation
Experience: 1-4 years of relevant experience.
Job Title: Banker Customer Experience
Function: Branch Banking
Job Purpose
The role entails providing best in-class customer service to become their banking partner of choice through efficient and cost-effective customer engagement. The role bearer would be responsible for client engagement, customer service, operations, liability build up, cross sales at the designated branch and ensure regulatory requirements.
Roles & Responsibilities
- Daily customer engagement on assigned customer portfolio for CA/SA/TD build up, Asset & Wealth cross sell.
- Deliver business target assigned as per performance score card.
- Giving the client need based product solutions and, in the process, aligning client requirements with business specifics.
- Assessing customer propensity and ensuring higher product penetration per relationship.
- Referencing for more business from existing customers.
- Responsible for creating a customer-focused approach for quick resolution of all queries and complaints.
- Ensuring adherence to banking regulation & policies pertaining to Anti Money laundering, know your customer (KYC), Data & Information security etc.
- Assist in closure of all observations on audit report
- Perform audit and ensure compliance to internal and external regulations and guidelines
- Provide best in-class customer service to become their banking partner of choice
CA/SA/TD build up, Share of customer wallet, Product Cross Sell targets, Performance score card.
Education Qualifications
Graduate: Any Graduation
Post graduation: Any Postgraduation
Experience: 1-4 years of relevant experience.
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