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Banker-Customer Experience @ Idfc First Bank

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 Banker-Customer Experience

Job Description

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:

  • 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.   
  • 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.

Education Qualification

Graduation: Bachelors in Engineering / Technology / Commerce / Arts / Science / Biology / Business / Computers / Management/ any other graduation degree. 

Experience: 2 to 5 years of relevant experience in Banking or allied Business.

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Job Classification

Industry: Banking
Functional Area / Department: BFSI, Investments & Trading,
Role Category: Banking Operations
Role: Personal Banker
Employement Type: Full time

Contact Details:

Company: Idfc First Bank
Location(s): Mumbai

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Keyskills:   Customer Service Branch Operations Branch Banking Retail Liabilities

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Idfc First Bank

About Capital First Limited: CFL is listed on BSE and NSE (Stock Code: CFL). The company provides Mortgage loans to SMEs against pledge of property, Gold Loans to retail customers, Consumer Durable Loans, Two wheeler loans, and senior secured Wholesale loans. During the last year the company expande...