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Verified Job Accounting - Finance

Banker-Authorizer

Mumbai, Maharashtra
Accounting - Finance
#575696
Remote / WFH

Job Description

Unity Small Finance Bank


Manager-Corporate Social Responsibility-Mumbai
Unity Small Finance Bank • Mumbai, Maharashtra • via LinkedIn
4 days ago
Full–time
Apply on LinkedIn
Job description
Company Description

Unity Small Finance Bank is a New Age Bank that leverages best-in-class technology to deliver Safe, Convenient, and Simple to use Banking Services. We are committed to providing innovative financial solutions and exceptional service to our customers. Our goal is to make banking accessible and efficient, enhancing the overall customer experience.

Role Description

This is a fu...
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IDFC FIRST Bank


Banker-Authorizer
IDFC FIRST Bank • Mumbai, Maharashtra • via Career At IDFC First Bank
Full–time
Apply on Career At IDFC First Bank
Apply on LinkedIn
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Job description
Job Requirements

Role/Job Title - Bank Authorizer

Business - Retail Banking

Function/ Department: Branch Banking

Place of work: PAN India

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
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