Banker-Customer Experience
- Idfc First Bank
- 2 - 5 years
- Kolkata
- 1 month ago
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Job Description
Job RequirementsRole/ 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
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
Education Qualification:
Graduate - Any Graduation.
Post-graduation: Any Post-graduation
Experience:
2 to 5 years of relevant experience.
Job Classification
Industry: BankingFunctional Area / Department: BFSI, Investments & TradingRole Category: Banking OperationsRole: Personal BankerEmployement Type: Full timeContact Details:
Company: Idfc First BankLocation(s): Kolkata
Keyskills: insurance retail banking customer service retail sales banking operations cross selling financial services sales branch management marketing branch operations relationship management credit cards private banking finance third party products branch banking
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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...
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