Banker-Customer Experience

IDFC FIRST Bank


Date: 13 hours 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

  • 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

Secondary Responsibilities

  • 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

Key Success Metrics

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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