Job Title : Banker-Customer Experience
Location : Vadodara, Gujarat+3 locations
Company : IDFC FIRST Bank
Salary :
Open Date : 2023-03-09
Close Date : 2023-07-09

Role/Job Title

Banker - Customer Experience

Place of work

-

Geographic Coverage

-

Business

Retail Banking

Function/ Department

-

Job Purpose

(Describe the contribution of the Job to the Organization & Functional unit in max 2 or 4 lines)

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 engagment, customer service, operations, liability build up, cross sales at the designated branch and ensure regulatory requirements.

Roles & Responsibilities

Key / Primary Responsibilities of the Role - List the primary deliverables

• 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 - List the deliverables other than primary, but essential for the role

• 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

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