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Verified Job Accounting - Finance

BankerCustomer ExperienceSouth

Mumbai, Maharashtra
Accounting - Finance
#381736
Remote / WFH

Job Description

Role/Job Title: Banker-Customer Experience Function/ Department: Branch 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 client engagement, customer service, operations, liability build up, cross sales at the designated branch and ensure regulatory requirements. Roles & Responsibilities Primary 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. Education Qualification Graduation: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management/ any other graduation degree. Experience: Minimum 2+ years of relevant experience in Banking or allied Business
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