Banker-Customer Experience_North
IDFC FIRST Bank
Date: 1 week ago
City: Mumbai, Maharashtra
Contract type: Full time
Role/Job Title: Banker-Customer Experience
Function/ Department: 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
Graduation: Any Graduate
Experience: 2 to 5 years of relevant experience in Banking or allied Business.
Function/ Department: 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 Current Account/ Saving account 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.
Graduation: Any Graduate
Experience: 2 to 5 years of relevant experience in Banking or allied Business.
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