All roles at IDFC FIRST Bank

Banker-Customer Experience

GoaFull-time1–4 yrsPosted over a month ago

Junior customer support role at IDFC FIRST Bank in Goa. Needs 1+ years and an MBA.

About the role

The Banker – Customer Experience is a front-line position within the Retail Banking division, responsible for delivering exceptional customer service and building strong client relationships. The role focuses on engaging customers efficiently and cost-effectively to become their preferred banking partner.

What you'll do

  • Engage daily with customers to drive growth in Current Accounts (CA) , Savings Accounts (SA) , and Term Deposits (TD) , along with cross-selling of assets
  • Achieve business targets as defined in the performance scorecard
  • Provide need-based product solutions by aligning customer requirements with business offerings
  • Assess customer potential and increase product penetration per relationship
  • Generate referrals and additional business from existing customers

What you need

  • Cross-selling
  • Portfolio management
  • Customer service
  • AML
  • KYC
  • Problem solving

Good to have

  • Internal audit

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