Universal Banker (Mumbai, MH, IN, 400025)

HSBC
Mumbai
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 1-2 yearsSkills: ["Communication","Interpersonal skills","Organization","Teamwork","Proactive","Customer orientation"]

Serve primarily walk-in customers in HSBC’s branch front office, delivering customer interface services that improve satisfaction and operational efficiency. Apply TCF principles in daily interactions, moving from transaction processing to need-based sales, while maintaining branch hygiene and ensuring promotional materials are correctly displayed. Handle customer complaints and escalations, migrate customers to alternate delivery channels, meet KPIs through customer acquisition, and promote credit card and general insurance products.

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FursaFursa
HSBC
HSBC
1 day ago

Universal Banker (Mumbai, MH, IN, 400025)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live

Job Summary

Serve primarily walk-in customers in HSBC’s branch front office, delivering customer interface services that improve satisfaction and operational efficiency. Apply TCF principles in daily interactions, moving from transaction processing to need-based sales, while maintaining branch hygiene and ensuring promotional materials are correctly displayed. Handle customer complaints and escalations, migrate customers to alternate delivery channels, meet KPIs through customer acquisition, and promote credit card and general insurance products.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Deliver branch customer interface functions to achieve high customer satisfaction and operational efficiency.
  • •Apply TCF principles in daily customer interactions to shift from transaction processing to need-based sales.
  • •Maintain branch hygiene standards, including correct display of promotional materials and cleanliness of banking hall and ATMs.
  • •Manage customer complaints and escalations to ensure a positive customer experience, including migration to alternate delivery channels.
  • •Achieve KPIs by acquiring new customers and promoting credit card and general insurance products, including referrals and cross-selling.

Key Requirements

  • •Graduate degree.
  • •1–2 years of experience.
  • •Holistic understanding of branch operations and processes.
  • •Strong understanding of HSBC customer service requirements and an up-to-date knowledge of banking products, systems, and processes.
  • •Awareness of AML risk and adherence to regulatory guidelines and internal AML & Sanction Policy.
Experience:1-2 yearsBankingRetail banking
Skills:CommunicationInterpersonal skillsOrganizationTeamworkProactiveCustomer orientation
Certifications:FEDAINISMIRDA
Tech Stack:AI-enabled tools

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn