Job Requirements Job Title – Customer Service Executive- Loan Center Function - Customer Experience Job Purpose The role bearer will help the company to enable customers, partners and other stakeholders address their needs for query resolution and also help as brand ambassadors for the company. Responsibilities Roles & Responsibilities: Will be required to provide excellent customer service and to promote customer centricity in the organization by improving customer service experience, engaging customers and facilitating organic growth. Take ownership of customers issues and follow problems through to resolution. Set a clear mission of enhancing Service quality and deploy strategies focused towards that mission by keeping ahead of industry’s developments and apply best practices to areas of improvement. Develop service procedures, policies and standards. Analyze MIS and enhance productivity and keep accurate records and document customer service actions and discussions. Recruit, mentor and develop customer service resources and nurture an environment where they can excel through encouragement and empowerment. Adhere to and manage the approved budget. Maintain an orderly workflow according to priorities. Control resources and utilize assets to achieve qualitative and quantitative targets. The goal is to enhance Service quality and the level of Customer focus in the organization. Also, manage employee morale and engagement levels so that Capital First is able to provide best in class service to its customers to increase Customer satisfaction, loyalty and retention. Monitor Twitter, Facebook & other relevant sites and actively participate in discussions across communities, social networks & blogs. Explore business opportunities and faster resolution time with appropriate close looping. Liaising with various stakeholders in the organization to ensure that customer complaints are resolved quickly and effectively. Improving brand image on complaints and grievance handling mechanism. Educational Qualifications Graduate - Any Post Graduate - Any Experience Minimum 2-5 years into Customer Service Show more Show less

Job Requirements Role/ Job Title: Deputy Manager-Acquisition (Household) Function/ Department: Branch Banking Job Purpose Role entails acquiring new customers for the bank's savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the savings products, and closing the sales. Also to ensures that the customers are satisfied with the bank's services and maintains a long-term relationship with them. Roles & Responsibilities Acquisition of savings account in the identified segment and reference generation from the specified catchment area Ensuring high quality of customer acquisition in terms of constitution, product and segment mix On-boarding and activating customers on digital platforms Assist Senior Sales Manager in catchment mapping and branch scoping exercises Provide regular feedbacks to Senior Sales Manager and Branch Manager on customer requirements and potential opportunities Ensuring adherence to sales compliance and SOPs defined by the organization Quality sourcing and ensuring strict compliance on internal and external guidelines and regulations Regularly conducting activities in the catchment to acquire good quality, HNI customers and build a strong visibilty for IDFC First Bank Working on key central Initiatives and seeking regular referrals from existing customers Collaborating with other team members and support functions to provide products and service offerings to customers Education Qualification Graduation: Any Graduation Post-graduation: Any Post-graduation Experience: 0 to 2 years of relevant experience Show more Show less

Job Requirements Role/Job Title: Associate Relationship Manager-Liabilities Function/Department: Rural Banking Job Purpose The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Roles & Responsibilities Lead Area Mapping in the catchment and maintain accurate and timely daily activity / Sales reports. Prepare Wish list of customers through cold calling and promotion activities to drive awareness about the bank and products across the catchment area. Ensure completion of account opening formalities with strict adherence to KYC norms. (Field verification Mandatory) Engage customers with multiple products at the time of account Opening. (viz: Mobile banking / Net banking registration / Recurring Deposit-Fixed Deposit activation) Ensuring account activation and subsequently maintaining the health of account. Ensure superior customer service to capture larger wallet share of population. Spearhead resolution of customer queries and issues. Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements. Ensure compliance as per the bank requirements. Recommend process changes in order to improve service efficiency and quality across the branch network. Provide support for implementation of livelihood advancement and community development initiatives. Recommend process changes in order to improve service efficiency and quality across the branch network. Provide support for implementation of livelihood advancement and community development initiatives. Education Qualification Graduation: BA / BCom / BSc / BBA / BCA / BE / BTech or any other graduate. Experience: 0 to 1 years of relevant branch banking experience. Show more Show less

Job Requirements Role/Job Title : Sales Manager - Gold Loan Function/ Department : Gold Loan Job Purpose The role entails the responsibility of generating Gold loan business through different channels. It includes administering and training a team of Direct Selling Teams to expand Gold loan business in that locality/branch. Roles & Responsibilities Ensuring Monthly Sales targets are meet with acquisition in NTB (New to Bank) and ETB (Existing to Bank) customers. Existing liability customers are pitched for Gold loans. Ensure month on month growth in EOP (Execution only platform) Assets for Gold loan business/per branch. Fee Income should be Minimum 1% of total disbursals. Customer Follow ups to be done at regular intervals for timely renewal of cases so as to ensure Minimum renewal pending cases. Co-ordination with valuers to be done time to time basis. Ensure most of the customers are aligned to pay valuation charges as per product norms. Ensuring healthy collections with Nil First equated monthly installment / First presentation Default and minimizing fresh flow in Bucket X. PSL (Priority sector lending) Tagging and should be aware about PSL norms. Helping branch liability team in Audits and ensuring proper communications to customer before any packet Opening. Conduct Marketing activities in the local market for generating NTB gold loan customers. Willingness to work extensively in the field and travel across the region on short notice. Carrying out ad-hoc activities as per the requirement of the department. Proficient in MS - Word /Excel and power point Personal drive and positive work ethic to deliver results within tight deadlines and in demanding situation. Educational Qualifications Graduation: Any Graduate Experience: 2 to 5 years of experience in Gold loan sales. Show more Show less

Job Requirements Job Title – Collection Manager Function – Collections Job Purpose The role bearer has the responsibility to plan, organize, direct and oversee the activities of the collections department. It also includes managing the agencies associated with the company in their assigned territory. The role bearer is responsible for the efficiency and optimization of retrieving EMI from the customers and ensuring adherence to all the guidelines laid out by the bank contributing to the larger organizational objectives of the bank. Roles & Responsibilities Responsible for managing and undertaking collections process for debts that have been assigned Regularly track the portfolio for specific buckets for the assigned area Track & control the delinquency of the area, Bucket-wise & DPD wise and focus on non-starters Responsible to allocate and achieve targets from agencies/ in house team Regularly follow up with the default customers Ensuring adherence to collection process and legal guidelines Tracing out absconded default customers and initiate recovery process Recommend for legal actions for non-recoverable cases and following up with the legal team for the closure of the cases Maintain data for administrative work related to collection such as updating delinquent account history, providing and maintaining MIS report, reviewing of collection feedback on daily, weekly & monthly basis Educational Qualifications Graduate – Any Post Graduate – Any Experience: Minimum of 4 or more years of experience in Collections. Show more Show less

Job Requirements Role/Job Title: Associate Relationship Manager-Home loan / Loan against property Function/Department: Rural Banking Job Purpose To deliver a high-quality client service and customer retention. Enhance product sales and new client acquisition. Roles & Responsibilities Identifying New Markets, must work towards attracting new customers and generating leads through local activities like organizing canopy activities/leaflet distribution/cold calling and etc. To service, the leads referred by sales front/cross/selling or other channels. To deliver a high-quality client service and customer retention approach to managing client relationships to enhance product sales and new client growth targets. Achieve agreed individual performance targets for income generation, product sales and new client growth targets. Login to disbursement completion, fulfilment, counselling and handholding the customer through the entire process of sanction and disbursement. Ensuring that customer doesn’t become a non-starter e.g. helping collections to recover EMI’s in case of default. Building the relationship in the Market by meeting the Local Builders, Business communities and new channels. Education Qualification BA / BCom / BSc / BBA / BCA / BE / BTech or any other graduate. Experience: 0 to 2 Years in NBFCs/Banking. Show more Show less

Job Requirements Role/Job Title: Relationship Manager-Loan against property Function/ Department: Rural Banking Job Purpose To deliver a high-quality client service and customer retention. Enhance product sales and new client acquisition. Roles & Responsibilities Creating sales opportunities for self and team members. Acquisition: focus on lending to new customers, championing the purpose of building a large Loan against property book with high yield | Book Quality: maintaining portfolio quality | Maintain highest standards of Customer Service and Compliance | Adopt and promote Digital | Groom and mentor team | Building and relationship with colleagues in other business verticals for X Sell opportunities. Managerial & Leadership Responsibilities. Manage and groom team effectively. Training and mentoring the team members. Education Qualification Graduation: BA / BCom / BBA / BSc / BTech / BE or any other graduate. Experience: 5 to 10 years of relevant experience. Show more Show less

Job Requirements Role/Job Title: Relationship Manager-LAP Business: Retail Banking Function/ Department: Rural Banking Place of work: As per location Roles & Responsibilities 'Creating sales opportunities for self and team members. Acquisition : focus on lending to new customers, championing the purpose of building a large LAP book with high yield | Book Quality : maintaining portfolio quality | Maintain highest standards of Customer Service and Compliance | Adopt and promote Digital | Groom and mentor team | Secondary Responsibilities 'Building and relationship with colleagues in other business verticals for X Sell opportunities Managerial & Leadership Responsibilities 'Manage and groom team effectively. Training and mentoring the team members. Key Success Metrics Disbursals | Delinquency Management | Team attrition | Digital Adoption | Market development | Process adherence. Show more Show less

Job Requirements Job Description Job Title – Associate Relationship Officer Place of work -Karnataka/Chhattisgarh/Odisha/Rajasthan/Gujarat/Madhya Pradesh/Andhra Pradesh Business Unit – Retail Banking-Rural Banking Function - Rural Sales Job Purpose The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in identifying Business owners / entrepreneurs in the defined catchment and assessing their business loan needs. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Responsibilities Roles & Responsibilities: Manage zoning activity to map household needs in villages and areas allocated Conduct end-user checks as specified post disbursal of loans while achieving monthly and annual group loan booking targets Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements Contribute to penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship Nudge behavioral changes in customers to drive them towards online banking Maintain high collections efficiency through discipline and drive Monitor preparation of accurate documentation of loans and saving account. Coordinate with operations officer to ensure timely and accurate data entry Ensure compliance as per the bank requirements Conduct field audits and customer verifications to ensure high quality of accounts '-Maintain knowledge on all bank products, credit standards, services and trends and provide efficient customer services. Recommend process changes in order to improve service efficiency and quality across the branch network Provide support for implementation of livelihood advancement and community development initiatives. Educational Qualifications 12th –Any Graduation-Any Post Graduation-Optional Experience 0-1 years of relevant branch banking experience, fresher’s can apply. Show more Show less

Job Requirements Role/Job Title: Associate Relationship Manager-Liabilities Function/Department: Rural Banking Job Purpose The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Primary Responsibilities Lead Area Mapping in the catchment and maintain accurate and timely daily activity / Sales reports. Prepare Wish list of customers through cold calling and promotion activities to drive awareness about the bank and products across the catchment area. Ensure completion of account opening formalities with strict adherence to KYC norms. (Field verification Mandatory) Engage customers with multiple products at the time of account Opening. (viz: Mobile banking / Net banking registration / Recurring Deposit-Fixed Deposit activation) Ensuring account activation and subsequently maintaining the health of account. Ensure superior customer service to capture larger wallet share of population. Spearhead resolution of customer queries and issues. Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements. Ensure compliance as per the bank requirements. Recommend process changes in order to improve service efficiency and quality across the branch network. Provide support for implementation of livelihood advancement and community development initiatives. Secondary Responsibilities Recommend process changes in order to improve service efficiency and quality across the branch network. Provide support for implementation of livelihood advancement and community development initiatives. Education Qualification BA / BCom / BSc / BBA / BCA / BE / BTech or any other graduate Experience: 0 to 2 years of relevant branch banking experience. Show more Show less

Job Requirements Role/Job Title: Sales Manager - Gold Loan Function/ Department: Retail Assets Job Purpose The role entails the responsibility of generating Gold loan business through different channels. It includes administering and training a team of DSTs to expand Gold loan business in that locality/branch. Roles & Responsibilities Ensuring Monthly Sales targets are meet with acquisition in NTB and ETB customers. Existing liability customer's are pitched for gold loans. Ensure month on month growth in EOP Assets for Gold loan business/per branch Fee Income should be Minimum 1% of total disbursals Customer Follow ups to be done at regular intervals for timely renewal of cases so as to ensure Minimum renewal pending cases. Co-ordination with valuers to be done time to time basis Ensure most of the customers are aligned to pay valuation charges as per product norms Ensuring healthy collections with Nil FEMI/FPD and minimizing fresh flow in Bucket X. PSL Tagging and should be aware about PSL norms Helping branch liability team in Audits and ensuring proper communications to customer before any packet Opening Conduct Marketing activities in the local market for generating NTB gold loan customers. Educational Qualifications Graduation: Any Graduate Experience: 0 to 2 years of experience in Gold loan sales. Show more Show less

Job Requirements Job Requirements Job Title - Associate Manager-Acquisition(Current Account Place of work - Pan - India Business Unit - Retail Banking Function -Branch Banking Compensations - Best in class in the industry. In addition valuable service awards would apply. Job Purpose The role entails direct customer interaction and is responsible for business acquisition of current accounts for a designated branch. It will also entail explaining and selling banking products to customers and acting as a link between customers and bank - ensuring best in-class service to the customers. The role bearer has a responsibility to support Sales Manager in catchment mapping, customer feedback and identifying and converting potential opportunities. The role bearer is responsible for driving client acquisition, deepening customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Roles & Responsibilities Key / Primary Responsibilities of the Role - List the primary deliverables Acquisition of NTB Current account customers in the identified segment and reference generation from the specified catchment area Ensure acquisition of high quality current accounts in terms of product mix, segments and constitution mix Proactive registration and activation of acquired customers to direct banking channels Meet and exceed the defined targets of new customer acquisitions month on month by analysing transaction banking needs of the customer Assist and support the Sales Manager in catchment mapping and scoping exercise Provide regular feedback to SM / RM on opportunities and customer needs Ensure adherence to selling norms and SOPs defined by the organization Ensure strict compliance with internal guidelines and external regulations Ensure quality sourcing in line with the Bank's policy Secondary Responsibilities - List the deliverables other than primary, but essential for the role High degree of market awareness and understanding of customer's needs Collaborate with other branch departments and functions to provide products and service offerings to the customer to ensure customer centricity Qualifications Graduate - Any discipline Part Time / Full Time - Full Time Experience Minimum Number of Years - 0-4 years Industry – BFSI Functional Area – Sales Level / Capacity - Junior Management Show more Show less

Job Requirements Role/ Job Title : Branch Manager-Micro Business Loan Function/ Department : Micro Business Loans Job Purpose The role entails scaling up the business for the Micro Business Loan lending for a designated area by delivering banking needs to the customers in the most cost efficient and technology effective manner. Role will closely collaborate with Retail team for same. This role encapsulates the responsibility of providing a seamless and fulfilling customer experience and ensuring IDFC First becomes the primary bank for all banking needs. Roles & Responsibilities Target and Manpower planning for the branch. Ensure recruitment and training of manpower – Sales Manager/Branch sales manager & branch credit and collection manager and feet on street. Will be responsible for meeting disbursements targets month on month. Identifying business clusters with high potential and execute penetration strategies. Tracking and improving Manpower Productivity at all levels. Monitoring and mentoring the branch team. Keeping a regular track of competition and reporting new products / market developments to upstream. Managing product mix and branch profitability. Managing the bucket collection and overall portfolio management. Managing internal and external audit compliance. Education Qualification Graduation: Any Graduation Experience : 5-10 years of relevant experience Work Experience Relevant experience in Unsecured and Secured loan is mandatory. Team Handling experience Local candidates will be preffered. Show more Show less

Job Requirements Job Requirements Role/ Job Title: Associate Manager-Acquisition (Household) Function/ Department: Branch Banking Job Purpose Role entails acquiring new customers for the bank's savings accounts. The role involves identifying potential customers, contacting them through various channels, explaining the benefits and features of the savings products, and closing the sales. Also to ensures that the customers are satisfied with the bank's services and maintains a long-term relationship with them. Roles & Responsibilities Acquisition of savings account in the identified segment and reference generation from the specified catchment area Ensuring high quality of customer acquisition in terms of constitution, product and segment mix On-boarding and activating customers on digital platforms Assist Senior Sales Manager in catchment mapping and branch scoping exercises Provide regular feedbacks to Senior Sales Manager and Branch Manager on customer requirements and potential opportunities Ensuring adherence to sales compliance and SOPs defined by the organization Quality sourcing and ensuring strict compliance on internal and external guidelines and regulations Regularly conducting activities in the catchment to acquire good quality, HNI customers and build a strong visibilty for IDFC First Bank Working on key central Initiatives and seeking regular referrals from existing customers Collaborating with other team members and support functions to provide products and service offerings to customers Education Qualification Graduation: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management Experience: 0 to 2 years of relevant experience Show more Show less

Job Requirements Role/Job Title : Sales Manager - Gold Loan Function/ Department : Gold Loan Job Purpose The role entails the responsibility of generating Gold loan business through different channels. It includes administering and training a team of DSTs to expand Gold loan business in that locality/branch. Roles & Responsibilities Ensuring Monthly Sales targets are meet with acquisition in NTB (New to Bank) and ETB (Existing to Bank) customers. Existing liability customers are pitched for Gold loans. Ensure month on month growth in EOP (Execution only platform) Assets for Gold loan business/per branch. Fee Income should be Minimum 1% of total disbursals. Customer Follow ups to be done at regular intervals for timely renewal of cases so as to ensure Minimum renewal pending cases. Co-ordination with valuers to be done time to time basis. Ensure most of the customers are aligned to pay valuation charges as per product norms. Ensuring healthy collections with Nil First Equally Monthly Installment /FPD and minimizing fresh flow in Bucket X. PSL(Priority sector lending) Tagging and should be aware about PSL norms. Helping branch liability team in Audits and ensuring proper communications to customer before any packet Opening. Conduct Marketing activities in the local market for generating NTB gold loan customers. Willingness to work extensively in the field and travel across the region on short notice. Carrying out ad-hoc activities as per the requirement of the department. Educational Qualifications Graduation: Any Graduate Experience: 0 to 2 years of experience in Gold loan sales. Show more Show less

Job Requirements Role/Job Title: Associate Relationship Manager-Liabilities Function/Department: Rural Banking Job Purpose The role entails deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to support Relationship Manager in penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Roles & Responsibilities Lead Area Mapping in the catchment and maintain accurate and timely daily activity / Sales reports. Prepare Wish list of customers through cold calling and promotion activities to drive awareness about the bank and products across the catchment area. Ensure completion of account opening formalities with strict adherence to KYC norms. (Field verification Mandatory) Engage customers with multiple products at the time of account Opening. (viz: Mobile banking / Net banking registration / Recurring Deposit-Fixed Deposit activation) Ensuring account activation and subsequently maintaining the health of account. Ensure superior customer service to capture larger wallet share of population. Spearhead resolution of customer queries and issues. Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements. Ensure compliance as per the bank requirements. Recommend process changes in order to improve service efficiency and quality across the branch network. Provide support for implementation of livelihood advancement and community development initiatives. Recommend process changes in order to improve service efficiency and quality across the branch network. Provide support for implementation of livelihood advancement and community development initiatives. Education Qualification Graduation: BA / BCom / BSc / BBA / BCA / BE / BTech or any other graduate. Experience: 0 to 2 years of relevant branch banking experience. Show more Show less

Job Requirements Role/Job Title: Relationship Manager-Individual Loan (MEL/PL) Function/Department: Rural Banking Job Purpose The role entails building and deepening relationships with Rural Banking accounts and ensuring best in-class service to the customers. The role bearer has a responsibility to identify Business owners / entrepreneurs in the defined catchment and assess their business loan needs. The role bearer is responsible for driving client acquisition, building household level customer relationships and capitalizing on lifetime value in each relationship to achieve larger organizational goals. Roles & Responsibilities Ensure swift disbursal of business loans based on needs assessment of potential and existing clients. Conduct end-user checks as specified post disbursal of loans while achieving monthly and annual group loan booking targets. Assess and evaluate the client needs and generate new sources of revenue by leveraging cross sell opportunities as per their lifestyle, risk profiling and requirements. Contribute to penetration of liabilities business in Rural markets through lead generations and account opening as per needs of customer. Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship. Monitor high collections efficiency through discipline and drive. Conduct field audits and customer verifications to ensure high quality of accounts. Gather latest Market intelligence and track and benchmark against best practices in competitor banks. Evaluate the growth strategy based on competitor analysis and feedback from different channels/customers. Recommend process changes in order to improve service efficiency and quality across the branch network. Manage a team of field officers, taking responsibility of their development and attrition. Develop and implement livelihood advancement and community development initiatives. Managerial & Leadership Responsibilities Attract and retain best-in-class talent for key roles in their reporting structure. Monitor key parameters on employee productivity, hiring quality and attrition rates and make necessary improvements. Enable teams to drive growth targets by providing necessary support. Education Qualification Graduation: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management. Experience: 5+ years of relevant rural banking experience. Show more Show less

Job Requirements Role/Job Title : Sales Manager - Gold Loan Function/ Department : Gold Loan Job Purpose The role entails the responsibility of generating Gold loan business through different channels. It includes administering and training a team of DSTs to expand Gold loan business in that locality/branch. Roles & Responsibilities Ensuring Monthly Sales targets are meet with acquisition in NTB (New to Bank) and ETB (Existing to Bank) customers. Existing liability customers are pitched for Gold loans. Ensure month on month growth in EOP (Execution only platform) Assets for Gold loan business/per branch. Fee Income should be Minimum 1% of total disbursals. Customer Follow ups to be done at regular intervals for timely renewal of cases so as to ensure Minimum renewal pending cases. Co-ordination with valuers to be done time to time basis. Ensure most of the customers are aligned to pay valuation charges as per product norms. Ensuring healthy collections with Nil First Equally Monthly Installment /FPD and minimizing fresh flow in Bucket X. PSL(Priority sector lending) Tagging and should be aware about PSL norms. Helping branch liability team in Audits and ensuring proper communications to customer before any packet Opening. Conduct Marketing activities in the local market for generating NTB gold loan customers. Willingness to work extensively in the field and travel across the region on short notice. Carrying out ad-hoc activities as per the requirement of the department. Educational Qualifications Graduation: Any Graduate Experience: 0 to 2 years of experience in Gold loan sales. Show more Show less

Job Requirements Job Title - Branch Relationship Manager Place of work - Chennai Business Unit - Retail Banking Function -Branch Banking Job Purpose - The role entails scaling up the Retail Banking business for the bank by leading customer service, cross-sell and premium customer acquisition for the branch. It also entails developing constructive relationships with key local clients and working closely with them to boost volume of business by establishing a strong foundation with them as their financial partner of choice. Role will closely collaborate with Cross sell team and Product teams for the same. This role encapsulates the responsibility of owning the customer experience at the branch and deepening the relationship. It includes working with the client to help them make the right financial decisions by providing them with information about financial products. Roles And Responsibilities Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services It also includes use of applications actively for designing product suitability matrix, financial planning for the customers Acting as an interface between the bank and its key customers to provide complete Banking Solutions, Portfolio Management, Wealth Management and customer servicing. To Enhance & Retain customer profitability by capturing larger share of Wallet Ensuring compliance with branch SOP and control in sales and service Deepen the relationship by Cross selling Banks Products Secondary Responsibilities Maintain excellent relations with local dealers to help source clients to expand reach and brand of the bank Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency. Collaborate with other branch departments and functions to provide products and service offerings to the customer Key Success Metrics NTB acquisitions, Volume per client, customer share of wallet, share of customer wallet. Show more Show less

Job Requirements Job Title : Customer Service Executive - Loan Center Department - Customer Service Job Purpose The role bearer will help the company to enable customers, partners and other stakeholders address their needs for query resolution and also help as brand ambassadors for the company. Responsibilities Roles & Responsibilities: Will be required to provide excellent customer service and to promote customer centricity in the organization by improving customer service experience, engaging customers and facilitating organic growth. Take ownership of customers issues and follow problems through to resolution. Set a clear mission of enhancing Service quality and deploy strategies focused towards that mission by keeping ahead of industry’s developments and apply best practices to areas of improvement. Develop service procedures, policies and standards. Analyze MIS and enhance productivity and keep accurate records and document customer service actions and discussions. Recruit, mentor and develop customer service resources and nurture an environment where they can excel through encouragement and empowerment. Adhere to and manage the approved budget. Maintain an orderly workflow according to priorities. Control resources and utilize assets to achieve qualitative and quantitative targets. The goal is to enhance Service quality and the level of Customer focus in the organization. Also, manage employee morale and engagement levels so that Capital First is able to provide best in class service to its customers to increase Customer satisfaction, loyalty and retention. Monitor Twitter, Facebook & other relevant sites and actively participate in discussions across communities, social networks & blogs. Explore business opportunities and faster resolution time with appropriate close looping. Liaising with various stakeholders in the organization to ensure that customer complaints are resolved quickly and effectively. Improving brand image on complaints and grievance handling mechanism. Educational Qualifications Graduate - Any Post Graduate - Any , PGDM Experience Minimum 0-2 years into Customer Service Show more Show less