Banker-Customer Experience
About this role
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
Company at a glance
Never share your password, OTP, UPI Pin, CVV etc with anyone.
Formed in December 2018 through the merger of infrastructure finance giant IDFC Bank and retail finance specialist Capital First, we commenced commercial banking operations in 2016. Our core principles:
Vision: Building a world-class bank in India, driven by ethical, customer-friendly, digital, and socially responsible banking principles.
Universal Bank: Offering a comprehensive range of services like Retail, MSME, Rural, Startups, Cash & Wealth Management, Deposits, Corporate & Government Banking, Working Capital, Trade Finance, and Treasury Solutions.
Ethical Banking: We follow a 'Near and Dear' test, ensuring products are customer-friendly enough for employees to recommend to loved ones. We simplify legal jargon for clarity and offer 'ZERO FEE Banking' on all savings account services like SMS alerts, IMPS, RTGS, NEFT, ATM withdrawals, and more, making it India’s 1st & only bank to do so.
Customer-Friendly Banking: IDFC FIRST Bank credits monthly interest on savings accounts, offers lifetime-free credit cards with non-expiring rewards and transparent fees.
Technology-led Banking: Seamless services across mobile, branches, internet banking, call centres, & relationship managers. Our mobile app, with 250+ features, is rated 4.8 on Google Play & the App Store.
Global rating agency Forrester ranked it India’s best & among the world’s top 20 for two consecutive years.
Social Good Banking: Focusing on financial inclusion, we serve 40M+ customers, with 16M lifestyle improvement loans,15M loans to 4.3M women entrepreneurs, 6.5M vehicle loans, 1M each for sanitation & livelihood, 300K SME, and 100K home loans.
ESG Goals: We hold high ESG scores, demonstrating our commitment to financial inclusion & social responsibility.
Creating a new-age, ethical and world-class institution for India is a privilege for its employees.
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