Banker-Customer Experience

Department Icon BFSI (Operations & Lending)
89+ Applicants
Posted: 3 weeks ago
1-4 years
Pune, Maharashtra
work from office

Posted: 3 weeks ago
|
Applicants: 90+
Job Description
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Job Description

Job Requirements
About the Role
The Banker Customer Experience is a front-line position within the Retail Banking division, responsible for delivering exceptional customer service and building strong client relationships. The role focuses on engaging customers efficiently and cost-effectively to become their preferred banking partner. The incumbent will manage customer portfolios, drive business growth through cross-selling, ensure operational excellence, and maintain compliance with regulatory standards. This role is crucial for driving customer satisfaction and enhancing branch-wide performance.
Key Responsibilities
Primary Responsibilities
  • Engage daily with customers to drive growth inCurrent Accounts (CA),Savings Accounts (SA), andTerm Deposits (TD), along with cross-selling of assets, wealth products, Retail Trade Forex and credit cards
  • Achieve business targets as defined in the performance scorecard.
  • Provide need-based product solutions by aligning customer requirements with business offerings.
  • Assess customer potential and increase product penetration per relationship.
  • Generate referrals and additional business from existing customers.
  • Ensure prompt and customer-focused resolution of queries and complaints.
  • Adhere to banking regulations and internal policies related toAnti-Money Laundering (AML),Know Your Customer (KYC), andData & Information Security.
  • Assist in the closure of audit observations and ensure compliance.
Secondary Responsibilities
  • Conduct internal audits and ensure compliance with all regulatory and organizational guidelines.
  • Deliver best-in-class customer service to strengthen customer loyalty and retention.
What We Are Looking For
Education
  • Graduate in any discipline.
  • Postgraduate qualification (MBA) preferred.

    Looking to get Placed? Try our Placement Guarantee Plan

Experience
  • 1 to 4 years of relevant experience in banking or allied sectors.
Skills and Attributes
  • Strong customer engagement and relationship management skills.
  • Ability to understand and match customer needs with appropriate banking solutions.
  • Excellent communication and problem-solving abilities.
  • High level of integrity and adherence to compliance standards.
  • Proficiency in cross-selling and portfolio management.
  • Awareness of banking regulations and operational procedures.
  • Fluent in English with strong business communication skills and problem-solving abilities.

Skills

FrontManagement SkillsPreferred BankingRetail BankingWealthCa

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About Company

IDFC FIRST Bank is a full-service bank in India, providing a wide range of financial solutions to individuals, businesses, and corporations.

Important dates & deadlines?

Application Deadline

24 May 26, 04:14 PM IST

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Banker-Customer Experience

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