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1.0 - 5.0 years
0 Lacs
bhubaneswar
On-site
Role Overview: As a Banker-Customer Experience in Retail Banking at our designated branch, your main focus will be to provide best in-class customer service and efficient customer engagement. Your responsibilities will include client engagement, customer service, operations, liability build up, cross sales, and ensuring regulatory compliance. You will play a key role in becoming the banking partner of choice for our customers. Key Responsibilities: - Engage with customers on a daily basis to build up Current Accounts (CA), Savings Accounts (SA), and Term Deposits (TD), as well as cross-selling Asset & Wealth products - Meet assigned business targets based on performance scorecard - Provide need-based product solutions to clients and align their requirements with business objectives - Assess customer propensity and increase product penetration per relationship - Generate more business from existing customers through references - Resolve queries and complaints promptly with a customer-focused approach - Ensure compliance with banking regulations and policies such as Anti Money Laundering (AML), Know Your Customer (KYC), and Data & Information security - Assist in addressing audit report observations Secondary Responsibilities: - Conduct audits to ensure internal and external regulatory compliance - Deliver exceptional customer service to establish ourselves as the preferred banking partner Qualifications: - Graduation in any discipline - Post-Graduation, especially an MBA, is preferred Additional Details: - Minimum of 1-4 years of relevant experience in Banking or allied Business - Industry experience in BFSI sector - Functional expertise in Retail Liabilities Key Success Metrics: - CA/SA/TD build up - Share of customer wallet - Product Cross-Sell targets - Performance scorecard metrics,
Posted 1 day ago
1.0 - 5.0 years
0 Lacs
rajkot, gujarat
On-site
The position of Banker-Customer Experience in Retail Banking at the Branch Banking department involves providing exceptional customer service to establish strong relationships with customers and promote efficient and cost-effective customer engagement. The primary objective is to become the preferred banking partner for customers by focusing on client engagement, customer service, operations, liability build-up, cross-sales, and compliance with regulatory requirements. Responsibilities include daily interaction with customers to build up Current Accounts (CA), Savings Accounts (SA), and Term Deposits (TD), as well as promoting Asset and Wealth products. The role requires meeting business targets, providing tailored product solutions based on customer needs, maximizing product penetration, generating additional business from existing customers, and ensuring quick resolution of customer queries and complaints. It also involves strict adherence to banking regulations such as Anti Money Laundering (AML), Know Your Customer (KYC), and Data & Information security policies. Furthermore, the role entails assisting in the closure of audit report observations. In addition to the primary responsibilities, the Banker-Customer Experience should perform audits to ensure compliance with internal and external regulations and guidelines while delivering top-notch customer service to enhance customer loyalty. Key success metrics for this role include achieving CA/SA/TD build-up, increasing the share of customer wallet, meeting product cross-sell targets, and fulfilling performance scorecard requirements. Qualifications required for this role include a graduate degree in any discipline, while a post-graduate degree such as an MBA is preferred. Applicants should have 1-4 years of relevant experience in banking or allied businesses within the BFSI industry, particularly in the functional area of Retail Liabilities.,
Posted 1 month ago
1.0 - 5.0 years
0 Lacs
chennai, tamil nadu
On-site
The role of Banker-Customer Experience in Retail Banking Branch involves providing exceptional customer service and fostering strong relationships with clients. Your main responsibility will be to engage with customers on a daily basis to increase Current Account/Savings Account/Term Deposit build up, and to promote Asset & Wealth products. You will be expected to meet business targets, offer tailored product solutions based on customer needs, and drive higher product penetration per relationship. Additionally, you will be required to address customer queries and complaints promptly, ensure compliance with banking regulations such as Anti Money laundering and KYC norms, and assist in audit closure. Secondary responsibilities will include performing audits to ensure adherence to internal and external regulations, and maintaining a customer-focused approach to establish long-lasting partnerships. Key success metrics for this role will include CA/SA/TD build up, share of customer wallet, product cross-sell targets, and performance scorecard achievements. To qualify for this position, you should hold a graduate degree in any discipline, with a preference for a post-graduate degree in MBA. A minimum of 1-4 years of relevant experience in the BFSI industry, particularly in Retail Liabilities, is required. If you are passionate about delivering excellent customer service, have a strong understanding of banking products and regulations, and possess the necessary qualifications and experience, we encourage you to apply for this exciting opportunity.,
Posted 2 months ago
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