Customer Service Manager

IDFC FIRST Bank; Udaipur District; On-site; INR 250,000 - 450,000; Full time

Job summary

IDFC FIRST Bank in Udaipur is seeking a Customer Service Manager to oversee branch operations, engage customers, process transactions, and drive liability growth. The role focuses on accurate cash handling, compliance with AML/KYC, and promoting banking products to enhance customer satisfaction.

The ideal candidate holds a Graduate degree with 0–4 years of experience and is committed to regulatory standards, cross-selling opportunities, and branch performance targets.

Qualifications

• Graduate degree required.

Responsibilities

• Process banking transactions such as deposits, withdrawals, and payments accurately and efficiently.
• Maintain and balance cash drawers, ensuring accurate record-keeping of all transactions.
• Promote and cross-sell bank products and services to customers.
• Engage daily with customers to drive growth in CA, SA, and TD, along with cross-selling of assets and wealth products.
• Achieve business targets as defined in the performance scorecard.
• Provide need-based product solutions by aligning customer requirements with banking offerings.
• Address customer inquiries and resolve complaints promptly and effectively.
• Adhere to banking regulations and internal policies related to AML, KYC, and Data & Information Security.
• Assist in the closure of audit observations and ensure compliance with audit requirements.
• Collaborate with branch team members to meet branch goals and service standards.

Education

Graduate

Job description

Job Requirements

Role/ Job Title: Customer Service Manager

Business: Branch Banking

Function/ Department: Branch Banking

Job Purpose

'The role focuses on engaging with customers, managing retail banking operations, driving liability growth, and ensuring compliance with regulatory standards. The incumbent plays a key part in enhancing customer satisfaction, supporting cross-sell initiatives, and contributing to the overall performance of the branch

Roles & Responsibilities

• Process banking transactions such as deposits, withdrawals, and payments accurately and efficiently.


• Maintain and balance cash drawers, ensuring accurate record-keeping of all transactions.


• Promote and cross-sell bank products and services to customers.


• Engage daily with customers to drive growth in Current Accounts (CA), Savings Accounts (SA), and Term Deposits (TD), along with cross-selling of asset and wealth products.


• Achieve business targets as defined in the performance scorecard.


• Provide need-based product solutions by aligning customer requirements with banking offerings.


• Address customer inquiries and resolve complaints promptly and effectively.


• Adhere to banking regulations and internal policies related to Anti-Money Laundering (AML), Know Your Customer (KYC), and Data & Information Security.


• Assist in the closure of audit observations and ensure compliance with audit requirements.

Secondary Responsibilities

• Collaborate with branch team members to meet branch goals and service standards.


• Maintain a high level of attention to detail and accuracy in all tasks.


• Support branch operations during peak hours,

Qualifications

• Graduate

Years of Experience

0 - 4 years