Banker-Customer Experience

IDFC FIRST Bank; Pune District, Nashik District; On-site; INR 3,50,000 - 5,00,000; Full time

Job summary

A leading financial institution is looking for a Banker-Customer Experience in Pune. This role focuses on providing exceptional customer service and engagement, with responsibilities in sales and compliance. The ideal candidate should have a graduate degree and be skilled in client interactions and financial product sales. This position is critical in enhancing customer relationships and achieving business goals.

Qualifications

• Strong customer service orientation and ability to engage with clients.
• Experience in cross-selling financial products is desirable.
• Understanding of banking regulations and compliance.

Responsibilities

• Engage daily with customers on assigned portfolio.
• Deliver assigned business targets.
• Provide need-based product solutions to clients.
• Refer existing customers for additional business.
• Ensure quick resolution of customer queries.

Skills

Customer service

Client engagement

Sales skills

Regulatory compliance

Education

Graduate - Any discipline

Job description

Overview

Role/Job Title: Banker-Customer Experience

Business: Retail Banking

Function/Department: Branch Banking

Location: Pune & Nashik

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.

Qualifications

Graduate - Any discipline