Job Purpose

The role entails providing best in-class customer service to become their banking partner of choice through effective 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.

Roles & Responsibilities

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.





Responsible for creating a customer-focused approach for quick resolution of all queries and complaints

Ensuring adherence to banking regulation & policies pertaining to Anti Money laundering, know your customer (KYC), Data & Information security etc.

Assist in closure of all observations on audit report.

Client relationship management and customer services related to retail banking operations

Secondary Responsibilities:
Perform audit and ensure compliance to internal and external regulations and guidelines
Provide best in-class customer service to become their banking partner of choice

📌 Walk In Interview Banker Authorizer Idfc First Bank Maharashtra
🏢 IDFC FIRST Bank
📍 Maharashtra