Banker|Customer Experience|North

  • Category: Bank Jobs
  • Location: Mumbai, Maharashtra
  • Job Type: Full Time / Part Time
  • Salary: Estimated: $ 24K to 26K
  • Published on: 2025/09/21

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
• Daily customer engagement on assigned customer portfolio for Current Account/ Saving account 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.
• 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: Any Graduate

Experience: 2 to 5 years of relevant experience in Banking or allied Business.


Company Name: IDFC FIRST Bank

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