Banker-Authorizer

Roles & 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