Banker-Authorizer

IDFC FIRST BankGurugram, HaryanaOn-siteFull-timeSenior, 5–8 yearsListed 1 week ago

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About this role

Job Requirements

Job Requirements

Role/Job Title - Bank Authorizer

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.
- Client relationship management and customer services related to retail banking operations

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

Key Success Metrics:

-CA/SA/TD build up, Share of customer wallet, Product Cross Sell targets, Performance score card.

Qualifications :

Graduate - Any discipline

Post Graduate - Any discipline

Experience

Minimum Number of Years - 6+ years of relevant experience in Banking or allied Business

Industry - BFSI

Functional Area - Retail Liabilities