Key Responsibilities:

Customer Service

- Greet customers warmly and provide assistance with their banking inquiries and transactions.
- Deliver prompt and professional service in person, by phone, or digitally.
- Resolve customer issues and escalate complex cases when necessary.

Sales & Product Promotion

- Identify customer needs and recommend suitable banking products (e.g., savings accounts, credit cards, personal loans).
- Actively cross-sell and upsell products to meet personal and branch targets.
- Guide customers through applications and onboarding processes.

Account & Transaction Support

- Open, maintain, and close customer accounts.
- Assist with deposits, withdrawals, fund transfers, and other routine transactions.
- Educate customers on the use of digital banking platforms and tools.

Compliance & Administration





- Ensure compliance with internal policies, regulatory guidelines (KYC, AML), and security standards.
- Maintain accurate records of customer interactions and transactions.
- Update CRM systems and generate basic reports as required.

Requirements:

- Proven experience in customer service, preferably in a banking or financial services environment.
- Robust interpersonal and communication skills.
- Good understanding of financial products and basic banking procedures.
- Ability to meet sales targets while maintaining excellent service quality.
- Proficiency in using banking software and digital tools.
- High attention to detail and organizational skills.

📌 Advisor associate (Bengaluru)
🏢 Rivera Manpower Services
📍 Bengaluru