Banker-Customer Experience
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
Job Description
Role/Job Title - Banker-Customer Experience
Business - Retail Banking
Function/ Department: 'Branch Banking
Place of work: PAN India
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
Key Success Metrics
CA/SA/TD build up, Share of customer wallet, Product Cross Sell targets, Performance score card.
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
Role/Job Title - Banker-Customer Experience
Business - Retail Banking
Function/ Department: 'Branch Banking
Place of work: PAN India
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
Key Success Metrics
CA/SA/TD build up, Share of customer wallet, Product Cross Sell targets, Performance score card.
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
0 page views
Related listings
-
Admin ExecutiveBankDesignation: Admin Executive (Reception) CTC: INR 25,000 per month Work from office only Job Description: Reception: Welcomes staff/visitors/students to the School Responsible for handling of incoming calls Managing the school notice board and organi...2026/11/09
-
BRANCH MANAGER - FOR LEADING BANK MUMBAIBankHI FREINDS, • We have an Excellent opportunity with a Leading bank for the Position of BRANCH MANAGER - The Candidate should be current in a Branch Manager role LOCATION - MUMBAI - ANDHERI AND JOGESHWARI Job Description is as below: Function: Sales a...2026/11/09
-
CSO - Borivali BranchBankConsumer banking Group As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products ...2026/11/09