Verified Job
Accounting - Finance
BankerCustomer Experience
Accounting - Finance
#211285
Remote / WFH
Job Description
Job Description Form
Role / Job Title - Banker - Customer Experience
Business - Retail Banking
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 providing customer service, cross-sell and deepening of accounts for a designated branch.
The role bearer is responsible for forging effective relationships with customers and ensuring quality customer service is delivered consistently, contributing to achieving larger branch banking channel goals.
Roles & Responsibilities
Key / Primary Responsibilities of the Role - List the primary deliverables
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
• Handle customer 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
Key Success Metrics
Share of customer wallet, Product Cross Sell targets
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
Role / Job Title - Banker - Customer Experience
Business - Retail Banking
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 providing customer service, cross-sell and deepening of accounts for a designated branch.
The role bearer is responsible for forging effective relationships with customers and ensuring quality customer service is delivered consistently, contributing to achieving larger branch banking channel goals.
Roles & Responsibilities
Key / Primary Responsibilities of the Role - List the primary deliverables
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
• Handle customer 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
Key Success Metrics
Share of customer wallet, Product Cross Sell targets
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
