Roles & Responsibilities

- Daily customer engagement on assigned customer portfolio for CA/SA/TD build-up, Asset & Wealth cross-sell

- Deliver the business target assigned as per the performance scorecard

- 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 the 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 the closure of all observations on the audit report.





- Client relationship management and customer services related to retail banking operations

Secondary Responsibilities:

- Perform audit and ensure compliance with internal and external regulations and guidelines

- Provide the best in-class customer service to become their banking partner of choice

Key Success Metrics:

- CA/SA/TD build up, Share of customer wallet, Product Cross Sell targets, Performance score card.

Requirements

Qualifications:

Graduate - Any discipline

Post Graduate - Any discipline

Experience:

Minimum Number of Years - 6+ years of relevant experience in Banking or allied Business

Industry - BFSI

Functional Area - Retail Liabilities

📌 Banker-Authorizer (Lucknow)
🏢 Mintskill HR Solutions
📍 Lucknow