Banker-Customer Experience

Published date: 2024/01/10
  • Location: New Delhi, Delhi, India
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
Company Name: IDFC FIRST Bank

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