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Banker-Authorizer

IDFC FIRST Bank·Gurugram

Pay not stated6–11 yrsFull-time

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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

  • 6–11 yrs of experience
  • KYC
  • Cross-selling
  • AML
  • Customer service
  • Audit
  • Client relationship
  • Chartered Accountant

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