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Banking Jobs-Banker-Customer Experience-IDFC

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Banking Jobs-Banker-Customer Experience-IDFC

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Job Description Form

Role/Job Title – Banker – Customer Experience

Business – Retail Banking

Banking Jobs-Banker-Customer Experience-IDFC

Job Purpose

The role entails providing best in-class customer service to become their banking partner of choice through efficient and cost-effective customer engagement. The role bearer would be responsible for providing customer service, cross-sell and deepening of accounts for a designated branch. The role bearer is responsible for forging effective relationships with customers and ensuring quality customer service is delivered consistently, contributing to achieving larger branch banking channel goals.

Banking Jobs-Banker-Customer Experience-IDFC

Roles & Responsibilities

Key / Primary Responsibilities of the Role – List the primary deliverables

“- 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

– Handle customer 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”     

Secondary Responsibilities – List the deliverables other than primary, but essential for the role

– Perform audit and ensure compliance to internal and external regulations and guidelines

Key Success Metrics      

Share of customer wallet, Product Cross Sell targets


Graduate – Any discipline

Post Graduate – MBA preferred                                                                                                                                                


Minimum Number of Years – 1-4 years of relevant experience in Banking or allied Business

Industry – BFSI

Functional Area  – Retail Liabilities                                            

To apply for this job please visit

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