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

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