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IDFC
Banker-AuthorizerIDFC • Chennai, India
Banker-Authorizer

Banker-Authorizer

IDFC • Chennai, India
30+ days ago
Job description
Job Requirements

Role/Job Title: Bank Authorizer

Function/ Department: Branch Banking

Job Purpose:

The role entails providing best in-class customer service to become banking partner of choice through efficient and cost-effective customer engagement. The role bearer would be responsible for client engagement, customer service, operations, liability build up, cross sales at the designated branch and ensure regulatory requirements.

Roles & Responsibilities:

Primary Responsibilities:

  • Daily customer engagement on assigned customer portfolio for CA/SA/TD build up, Asset & Wealth cross sell.
  • Deliver business target assigned as per performance score card.
  • 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 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 closure of all observations on audit report.
  • Client relationship management and customer services related to retail banking operations.

Secondary Responsibilities:

  • Perform audit and ensure compliance to internal and external regulations and guidelines.
  • Provide best in-class customer service to become their banking partner of choice.

Education Qualification:

Graduation: Any Graduate

Experience: Minimum 5+ years of relevant experience in Banking.
Skills Required
Customer Engagement, Client Relationship Management
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Banker-Authorizer • Chennai, India

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