Banker-Customer Experience
- Location Margao, Goa, India
- Experience 1-4 yrs
- Job type Full-time
- Posted 6 Oct 2026
- Qualification MBA
You will be taken to IDFC FIRST Bank’s own careers page to apply. Job ID P-231105.
Job 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.