Universal Banker Leader
HSBC · Mumbai · onsite · Posted 1d ago
About a minute. You'll make an account on the way through.
About this role
We are currently seeking an experienced professional to join the IWPB team.
A branch-based customer-facing role focused on servicing to primarily meet and greet customers upon branch entry and provide expert advice on digital channels, respond to any simple servicing queries, and direct to appropriate channels.
Undertake lower-risk product sales (up to and including account opening) and use EDRAS sales process to discover more complex customer needs for referral to sales staff and/or branch specialists. Deliver customer service proposition by providing a consistently excellent customer experience and assisting customers to use digital/self-service channels where appropriate.
Principal Responsibilities:
- Engage and discover customer needs on branch entry
- Acquire new-to-bank customers
- Deliver service excellence
- Promote and deliver multi-channel engagement
- Support the branch
- Protect the bank through vigilance against fraud, knowing your customer, adhering to regulations/policies, and minimizing operational risk
Education Qualifications / Certifications and Requirements:
- Post Graduate in any stream
- Minimum 4 years relevant experience
- Graduate in any stream
- Should have completed 12 months in the current role
Additional Notes:
- Familiarity with AI-enabled tools is an advantage.
- Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required
- As an employee, you are required to perform your duties in a professional capacity exercising independent judgement, discretion, and decision-making authority in planning, organizing, directing work, supervising and appraising the work of team members, as applicable; and taking accountability for delivery outcomes. You will represent the organization with relevant internal and external stakeholders. You will allocate and prioritize work, provide direction and feedback, manage team capacity and leave in line with policy as applicable.
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About HSBC Group
HSBC
Financial Services
38k+
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161 years old
Pune, Maharashtra
India
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