About this role
Job Requirements
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
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 - MBA preferred
Experience
Minimum Number of Years - 1-4 years of relevant experience in Banking or allied Business
Industry - BFSI
Functional Area - Retail Liabilities