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IDFC FIRST Bank

Banker - Customer Experience

IDFC FIRST Bank

Saharanpur, Uttar Pradesh, India · Tempo total

1 candidato

Experiência
1–4 yrs
Salário
Vagas
1
Publicado
há 1 semana
Modo de trabalho
No escritório
Educação
Qualquer graduado
Elegibilidade
Graduates from any discipline can apply; MBA qualification is preferred. Candidates should have 1 to 4 years of relevant experience in banking or allied sectors.
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Onde você trabalhará

Descrição da vaga

About the Role

This position sits in the Retail Banking team and serves as a customer-facing role at the branch level. The Banker - Customer Experience is expected to create a high-quality service experience, deepen client relationships, and help customers choose the right banking solutions in an efficient and cost-conscious way. The role also includes managing assigned customer relationships, contributing to revenue growth through cross-sell opportunities, supporting strong branch performance, and working within all required compliance and regulatory frameworks.

Primary Responsibilities

  • Interact with customers every day to support growth in Current Accounts, Savings Accounts, and Term Deposits, while also promoting assets, wealth products, retail trade forex, and credit cards.
  • Meet the business goals set out in the scorecard and performance expectations.
  • Recommend solutions that fit customer needs by aligning them with the bank’s product portfolio.
  • Evaluate customer potential and improve product usage across each relationship.
  • Develop referrals and create incremental business from the existing customer base.
  • Respond quickly and effectively to customer questions and complaints with a service-first approach.
  • Follow all banking rules and internal policies related to AML, KYC, and data and information security.
  • Support the resolution of audit findings and help maintain overall compliance.

Secondary Responsibilities

  • Participate in internal reviews and ensure adherence to regulatory as well as organizational standards.
  • Deliver consistently strong service to improve customer loyalty and retention.

Education

  • A graduate degree in any stream is required.
  • An MBA is preferred.

Experience

  • Applicants should have 1 to 4 years of relevant experience in banking or a related sector.

Skills and Attributes

  • Customer engagement
  • Relationship management
  • Needs-based selling
  • Cross-selling
  • Portfolio management
  • Communication skills
  • Problem-solving
  • Regulatory compliance
  • Banking operations knowledge
  • Business communication in English

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