Banker - Customer Experience

Role Overview

This front-line retail banking role is centered on creating a strong customer experience, deepening client relationships, and positioning the bank as the customer’s preferred financial partner. The position involves managing customer portfolios, expanding business through cross-sell opportunities, maintaining smooth operations, and ensuring adherence to regulatory requirements. It contributes directly to customer satisfaction and branch performance.

Core Responsibilities

• Interact with customers every day to support growth in current accounts, savings accounts, and term deposits, while also promoting assets, wealth offerings, retail trade forex, and credit cards.
• Work toward the business goals outlined in the performance scorecard.
• Recommend solutions based on customer needs and the bank’s product suite.
• Evaluate customer potential and improve product adoption across each relationship.
• Create referrals and generate incremental business from the existing customer base.
• Respond quickly and effectively to customer questions, issues, and complaints.
• Follow banking rules and internal standards related to AML, KYC, and data and information security.
• Support closure of audit points and maintain compliance standards.

Additional Responsibilities

• Participate in internal audits and help ensure compliance with regulatory and organizational guidelines.
• Deliver high-quality service that builds loyalty and encourages customer retention.

Education and Experience

• A graduate degree in any discipline is required.
• An MBA is preferred.
• The role expects 1 to 4 years of relevant experience in banking or a related sector.

Skills and Attributes

• Customer relationship management
• Client engagement
• Cross-selling and upselling
• Portfolio management
• Business communication
• Problem solving
• Knowledge of banking compliance
• Understanding of AML and KYC processes
• Operational discipline
• Attention to detail
• Integrity and professionalism

Work Location

This is an onsite role based in the Greater Delhi Area.