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Banker-Customer Experience - Pipeline
IDFC FIRST Bank
Gurugram, IND
Full-time
Entry · 1+ years experience
Onsite
Discovered 3 weeks ago
Free
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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.
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Job Requirements
- Role/Job Title - Banker-Customer Experience
- Business - Retail Banking
- Function/ Department: 'Branch Banking
- Place of work: Gurgaon
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
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