Banker-Customer Experience

Department Icon BFSI (Operations & Lending)
89+ Applicants
Posted: 8 months ago
1-5 years
Bhubaneswar
Work from Office

Posted: 8 months ago
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Applicants: 89+
Job Description
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Job Description

    Role Overview:
    As a Banker-Customer Experience in Retail Banking at our designated branch, your main focus will be to provide best in-class customer service and efficient customer engagement. Your responsibilities will include client engagement, customer service, operations, liability build up, cross sales, and ensuring regulatory compliance. You will play a key role in becoming the banking partner of choice for our customers.
    Key Responsibilities:
    - Engage with customers on a daily basis to build up Current Accounts (CA), Savings Accounts (SA), and Term Deposits (TD), as well as cross-selling Asset & Wealth products
    - Meet assigned business targets based on performance scorecard
    - Provide need-based product solutions to clients and align their requirements with business objectives
    - Assess customer propensity and increase product penetration per relationship
    - Generate more business from existing customers through references
    - Resolve queries and complaints promptly with a customer-focused approach
    - Ensure compliance with banking regulations and policies such as Anti Money Laundering (AML), Know Your Customer (KYC), and Data & Information security
    - Assist in addressing audit report observations
    Secondary Responsibilities:
    - Conduct audits to ensure internal and external regulatory compliance
    - Deliver exceptional customer service to establish ourselves as the preferred banking partner
    Qualifications:
    - Graduation in any discipline
    - Post-Graduation, especially an MBA, is preferred

    Looking to get Placed? Try our Placement Guarantee Plan

    Additional Details:
    - Minimum of 1-4 years of relevant experience in Banking or allied Business
    - Industry experience in BFSI sector
    - Functional expertise in Retail Liabilities
    Key Success Metrics:
    - CA/SA/TD build up
    - Share of customer wallet
    - Product Cross-Sell targets
    - Performance scorecard metrics,

Skills

OperationsCustomer ServiceProduct SolutionsCustomer Propensity AssessmentCross SalesAuditRetail LiabilitiesComplianceData Information SecurityKYCOperationsAsset Wealth Cross SellRegulatory ComplianceAnti Money LaunderingClient EngagementBusiness SpecificsCustomer Service

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Important dates & deadlines?

Application Deadline

30 Oct 25, 11:18 AM IST

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Banker-Customer Experience

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