Personal Banker

2 days ago


Pune, Maharashtra, India Go ask now technology pvt ltd Full time ₹ 8,00,000 per year

Job Description

Purpose of the role

To provide resolutions for customer queries/issues and personalize each interaction through the use of multiple communication channels.

Accountabilities

  • Collaboration across multiple digital channels to personalize each interaction with a customer.
  • Enhancing the bank's digital capabilities when current technology is identified as not yet ready to support.
  • Provision of exceptional customer service to clients by responding to inquiries, resolving issues and handling client requests efficiently.
  • Support the collaboration of internal stakeholders including sales, operational, and risk management teams to meet client needs and expectations, so that transactions are executed accurately and on time.
  • Support teams within the business operations function as needed, including risk management, compliance and collections.
  • Comply with all regulatory requirements and internal policies related to customer care.
  • To provide resolutions for customer queries/issues and personalize each interaction through the use of multiple communication channels.

Analyst Expectations

  • Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams.
  • Check work of colleagues within team to meet internal and stakeholder requirements.
  • Provide specialist advice and support pertaining to own work area.
  • Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.
  • Maintain and continually build an understanding of how all teams in area contribute to the objectives of the broader sub-function, delivering impact on the work of collaborating teams.
  • Continually develop awareness of the underlying principles and concepts on which the work within the area of responsibility is based, building upon administrative / operational expertise.
  • Make judgements based on practice and previous experience.
  • Assess the validity and applicability of previous or similar experiences and evaluate options under circumstances that are not covered by procedures.
  • Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements.
  • Build relationships with stakeholders/ customers to identify and address their needs.

All colleagues will be expected to demonstrate the Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Step into the role of Personal Banker , where you will play a pivotal role to manage operations within a business area and maintain processes, risk management initiatives and compliance with relevant regulators. You will take ownership of your work, ensuring it aligns with the relevant rules & regulations, and codes of conduct.

To be successful as a Personal Banker, you should have below critical skills.

  • Excellent Customer service.
  • Strong experience in International contact center.
  • Communicate sensitive or difficult information to customers in areas related specifically to customer advice or day to day administrative requirements.
  • Build relationships with stakeholders/ customers to identify and address their needs.
  • Make judgements based on practice and previous experience.

You may be assessed on provision of exceptional customer service to clients by responding to inquiries, resolving issues and handling client requests efficiently. key critical skills relevant for success in role, such as change and transformation, business acumen, strategic thinking , as well as job-specific technical skills.

This role is based out of Pune.

Job Types: Full-time, Permanent

Pay: Up to ₹800,000.00 per year

Benefits:

  • Provident Fund

Work Location: In person


  • Personal Banker

    3 weeks ago


    Pune, Maharashtra, India Impetus Career Consultants Full time

    Job Description Purpose of the role To provide resolutions for customer queries/issues and personalise each interaction through the use of multiple communication channels. Accountabilities • Collaboration across multiple digital channels to personalise each interaction with a customer. • Enhancing the bank's digital capabilities when current...


  • Pune, Maharashtra, India at DBS Full time ₹ 5,00,000 - ₹ 10,00,000 per year

    Officer, Personal Banker, Consumer Banking Group - (WD Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments,...

  • Investment Banker

    1 week ago


    Pune, Maharashtra, India Accelerate Angels And Venture Advisors Private Lim Ited Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    osition: Event & Startup Membership ManagerDepartment: Operations & Business DevelopmentLocation: Pune, MaharashtraEmployment Type: Full-timeExperience Level: 0-3yrsAbout the RoleWe are seeking a dynamic and results-driven Event & Startup Membership Manager to join our growing team. This role combines strategic event planning and execution with comprehensive...

  • Account Executive

    1 week ago


    Pune, Maharashtra, India Kisan Forum Full time ₹ 4,00,000 - ₹ 8,00,000 per year

    digitalisationEducation: (PG- MBA/PGDM - Finance, B.Com / M.Com - Commerce)Experience: 0 - 2 years.Job DescriptionWe are looking for a Finance person with analytical skills and experience in the digitalization of accounting procedures.Primarily responsible for periodic MIS, generation of reports on profitability, budget and variance and its analysis.This...

  • Account Executive

    1 week ago


    Pune, Maharashtra, India KISAN Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    Education: (PG- MBA/PGDM - Finance, B.Com/ M.Com - Commerce)Experience: 0 - 2 years.Job DescriptionWe are looking for a Finance person withanalytical skillsand experience in the digitalization of accounting procedures.Primarily responsible for periodic MIS, generation of reports on profitability, budget and variance and its analysis.T his role offers...

  • Account Executive

    7 days ago


    Pune, Maharashtra, India RANAWAT GROUP Full time ₹ 2,50,000 - ₹ 3,50,000 per year

    Minimum 3 years of experience In Real estateHandle accounts, including bank reconciliation and month-end closingPrepare reports, including monthly management reports and cash flow reportsAssist with audits and tax preparationLiaise with external parties, including auditors, tax agents, and bankersMaintain documentation and filing systemsEnsure compliance...


  • Pune, Maharashtra, India Floatap Consultants (opc) Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Role DescriptionWe have an opportunity for a Customer Service Analyst (International Voice Process) for a Top MNC Banking captive in Pune .To briefly discuss the opportunity-Please feel free to contact our Talent Advisors at your convenient time zone anytime between 9am-10pm.Please share your updated resume at and mention your availability for aface-to-face...


  • Pune, Maharashtra, India Citi Full time ₹ 4,50,000 - ₹ 5,50,000 per year

    Banking Technology is a business aligned technology organization focused on providing best-in-class products and services to our global clients while solving our bankers' biggest pain points. We are a diverse, cross-functional, globally distributed team of talented individuals, creating platforms/products that aims to deliver innovative solutions to bankers...


  • Pune, Maharashtra, India Citi Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Banking Technology is a business aligned technology organization focused on providing best-in-class products and services to our global clients while solving our bankers' biggest pain points. We are a diverse, cross-functional, globally distributed team of talented individuals, creating platforms/products that aims to deliver innovative solutions to bankers...


  • Pune, Maharashtra, India Barclays Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Role & responsibilitiesPurpose of the roleTo provide resolutions for customer queries/issues and personalise each interaction through the use of multiple communication channels.AccountabilitiesCollaboration across multiple digital channels to personalise each interaction with a customer.Enhancing the bank's digital capabilities when current technology is...