Banker-Customer Experience at IDFC FIRST Bank

Job Description

Job Criteria

About the Position

The Banker – Customer Experience is a front-line position within the Retail Banking division, in charge of handing over exceptional customer service and developing robust client organisation relationships. The position centres on engaging customers efficiently and cost-productively to become their preferred banking partner. The incumbent will oversee customer portfolios, drive business development through cross-selling, ensure operational excellence, and sustain compliance with regulatory standards. This job is crucial for driving customer satisfaction and enhancing branch-wide performance.

Key Responsibilities

Primary Responsibilities

Engage daily with customers to drive expansion inCurrent Accounts (CA),Savings Accounts (SA), andTerm Deposits (TD), along with cross-selling of assets, wealth products, Retail Trade Forex and credit cards
Reach business targets as defined in the performance scorecard.
Give need-based product solutions by aligning customer needs with business offerings.
Assess customer potential and increase product penetration per relationship.
Generate referrals and additional business from existing customers.
Secure prompt and customer-focused resolution of queries and complaints.
Adhere to banking regulations and internal policies related toAnti-Money Laundering (AML),Know Your Customer (KYC), andData & Information Security.
Assist in the closure of audit observations and ensure compliance.

Secondary Responsibilities

Conduct internal audits and guarantee compliance with all regulatory and organizational guidelines.
Produce best-in-class customer service to strengthen customer loyalty and retention.

What We Are Looking For

Education

Graduate in any discipline.
Postgraduate qualification (MBA) preferred.

Experience

1 to 4 years of relevant track record in banking or allied sectors.

Capabilities and Attributes

Robust customer engagement and relationship management abilities.
Capacity to understand and match customer needs with appropriate banking solutions.
Outstanding communication and problem-solving abilities.
High level of integrity and adherence to compliance standards.
Proficiency in cross-selling and portfolio management.
Awareness of banking regulations and operational procedures.
Fluent in English with sound business communication capabilities and problem-solving abilities.

This Banker-Customer Experience vacancy is based in Dehradun.

Frequently Asked Questions

What are the eligibility criteria for the Banker-Customer Experience job at IDFC FIRST Bank?

Eligibility typically includes the qualifications and experience outlined in the job description above, with around 2-5 Years years of relevant experience expected for this role.

What are the primary responsibilities of a Banker-Customer Experience at IDFC FIRST Bank?

The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Banker-Customer Experience at IDFC FIRST Bank.

Is prior experience required for this position?

This role requires around 2-5 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.

What skills are important for this role?

Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.

How do I apply for the Banker-Customer Experience role at IDFC FIRST Bank?

You can apply directly using the Apply Now button on this page, which will take you to IDFC FIRST Bank's application process for this role.

Banker-Customer Experience

IDFC FIRST Bank — Dehradun, DEHRADUN