Banker-Customer Experience
IDFC FIRST Bank — Mumbai, MUMBAI
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Job Description
Job Needs About the Job
The Banker – Customer Experience is a front-line position within the Retail Banking division, tasked with providing exceptional customer service and establishing sound customer relationships. The job specialises in engaging customers efficiently and cost-efficiently to become their preferred banking partner. The incumbent will handle customer portfolios, drive business progress through cross-selling, guarantee operational excellence, and uphold compliance with regulatory standards. This post is crucial for driving customer satisfaction and enhancing branch-wide performance.
Main Responsibilities
Primary Responsibilities
- Engage daily with customers to drive development inCurrent Accounts (CA),Savings Accounts (SA), andTerm Deposits (TD), along with cross-selling of assets, wealth products, Retail Trade Forex and credit cards
- Deliver on business targets as defined in the performance scorecard.
- Offer need-based product solutions by aligning customer expectations with business offerings.
- Assess customer potential and increase product penetration per relationship.
- Generate referrals and additional business from existing customers.
- Ensure 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 guarantee compliance.
Secondary Responsibilities
- Conduct internal audits and secure compliance with all regulatory and organizational guidelines.
- Hand over 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 background in banking or allied sectors.
Competencies and Attributes
- Sound customer engagement and relationship management capabilities.
- Aptitude to understand and match customer needs with appropriate banking solutions.
- First-rate 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 solid business communication competencies and problem-solving abilities.
#LI-DNI
This Banker-Customer Experience vacancy is based in Mumbai.
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 0-2 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 0-2 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.
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