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Banker-Customer Experience

Idfcfirst · idfcfirst.bank.in
New Delhi, Dehradun +12Entry level1–4 yrs
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The job in short

Banker for customer experience.

AuditBankingCompliance

Details

Found
24 d ago · posted 2026-09-12
Location as listed
New Delhi, Delhi, India
Role
Customer Service Representative
Source
The company’s own careers site

Full description

Job Requirements About the Role The Banker – Customer Experience is a front-line position within the Retail Banking division, responsible for delivering exceptional customer service and building strong client relationships. The role focuses on engaging customers efficiently and cost-effectively to become their preferred banking partner. The incumbent will manage customer portfolios, drive business growth through cross-selling, ensure operational excellence, and maintain compliance with regulatory standards. This role is crucial for driving customer satisfaction and enhancing branch-wide performance. Key Responsibilities Primary Responsibilities • Engage daily with customers to drive growth inCurrent Accounts (CA),Savings Accounts (SA), andTerm Deposits (TD), along with cross-selling of assets, wealth products, Retail Trade Forex and credit cards • Achieve business targets as defined in the performance scorecard. • Provide need-based product solutions by aligning customer requirements with business offerings. • Assess customer potential and increase product penetration per relationship. • Generate referrals and additional business from existing customers. • Ensure prompt and customer-focused resolution of queries and complaints. • Adhere to banking regulations and internal policies related toAnti-Money Laundering (AML),Know Your Customer (KYC), andData & Information Security. • Assist in the closure of audit observations and ensure compliance. Secondary Responsibilities • Conduct internal audits and ensure compliance with all regulatory and organizational guidelines. • Deliver best-in-class customer service to strengthen customer loyalty and retention. What We Are Looking For Education • Graduate in any discipline. • Postgraduate qualification (MBA) preferred. Experience • 1 to 4 years of relevant experience in banking or allied sectors. Skills and Attributes • Strong customer engagement and relationship management skills. • Ability to understand and match customer needs with appropriate banking solutions. • Excellent communication and problem-solving abilities. • High level of integrity and adherence to compliance standards. • Proficiency in cross-selling and portfolio management. • Awareness of banking regulations and operational procedures. • Fluent in English with strong business communication skills and problem-solving abilities.

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