Banker-Authorizer
GurugramFull-time6–11 yrsPosted 2 months ago
Senior finance role at IDFC FIRST Bank in Gurugram. Needs 6+ years and a CA.
About the role
The role entails providing best in-class customer service to become their banking partner of choice through efficient and cost effective customer engagement. The role bearer would be responsible for client engagement, customer service , operations, liability build up, cross sales at the designated branch and ensure regulatory requirements..
What you'll do
- Daily customer engagement on assigned customer portfolio for CA/SA/TD build up, Asset & Wealth cross sell
- Deliver business target assigned as per performance score card
- Giving the client need based product solutions and in the process aligning client requirements with business specifics
- Assessing customer propensity and ensuring higher product penetration per relationship
- Referencing for more business from existing customers
What you need
- KYC
- Cross-selling
- AML
- Customer service
- Audit
- Client relationship