Banker-Customer Experience

☞ IDFC FIRST Bank

View: 106

Update day: 06-05-2024

Location: Karnataka

Category: Finance / Bank / Stock Sales Security Serving / Cleaner / Maids PG / PB / Reception Event

Industry: Colleges Universities

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Job content

Job Description Form

Role/Job Title

  • Banker - Customer Experience
Business

  • Retail 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 providing customer service, cross-sell and deepening of accounts for a designated branch. The role bearer is responsible for forging effective relationships with customers and ensuring quality customer service is delivered consistently, contributing to achieving larger branch banking channel goals.

Roles & Responsibilities

Key / Primary Responsibilities of the Role - List the primary deliverables

"- 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
  • Handle customer 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 - List the deliverables other than primary, but essential for the role

  • Perform audit and ensure compliance to internal and external regulations and guidelines
Key Success Metrics

Share of customer wallet, Product Cross Sell targets

Qualifications

Graduate - Any discipline

Post Graduate - MBA preferred

Experience

Minimum Number of Years - 1-4 years of relevant experience in Banking or allied Business

Industry - BFSI

Functional Area - Retail Liabilities
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Deadline: 20-06-2024

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