Banker-Customer Experience
Published date: 2024/01/10
- Location: Palakkad, , Kerala, India
Job Description
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
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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