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Banker-Authorizer

Job Description - Banker-Authorizer

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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