SAVE Banker-Customer Experience-South
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, India
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
Primary 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
Graduation: Bachelor’s in Engineering / Technology / Maths / Commerce / Arts / Science / Biology / Business / Computers / Management/ any other graduation degree.
Experience: 2 to 5 years of relevant experience in Banking or allied Business
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
Primary 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
Graduation: Bachelor’s in Engineering / Technology / Maths / 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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