Universal Banker (Mumbai, MH, IN, 400050)

HSBC
Mumbai
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 1-2 yearsEducation: bachelorsSkills: ["Communication","Interpersonal skills","Organizational","Teamwork","Customer orientation"]

Deliver front-office branch customer interface and teller services to drive customer satisfaction and operational efficiency. Apply TCF principles in daily interactions, moving customers from transaction processing to need-based sales. Maintain branch hygiene standards, manage complaints and escalations, and migrate customers to alternate delivery channels. Meet KPIs through acquisition plus credit card and general insurance sales, including referrals and cross-selling, while adhering to operational standards and audit recommendations and following AML guidelines.

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HSBC
HSBC
5 hours ago

Universal Banker (Mumbai, MH, IN, 400050)

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Last checked: 5 hours agoStatus: Live

Job Summary

Deliver front-office branch customer interface and teller services to drive customer satisfaction and operational efficiency. Apply TCF principles in daily interactions, moving customers from transaction processing to need-based sales. Maintain branch hygiene standards, manage complaints and escalations, and migrate customers to alternate delivery channels. Meet KPIs through acquisition plus credit card and general insurance sales, including referrals and cross-selling, while adhering to operational standards and audit recommendations and following AML guidelines.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Deliver branch customer interface and teller functions to achieve customer satisfaction and operational efficiency.
  • •Apply TCF principles to shift from transaction processing to need-based sales in daily interactions.
  • •Maintain branch hygiene by ensuring promotional materials are displayed and banking hall/ATMs are clean.
  • •Handle customer complaints and escalations to ensure positive customer experience.
  • •Achieve KPIs by acquiring 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 within the bank.
  • •Knowledge of banking products, systems, and processes with strong customer service understanding.
  • •Awareness of AML risk and adherence to regulatory guidelines and internal AML & Sanction Policy.
Experience:1-2 years
Education:Bachelor's
Skills:CommunicationInterpersonal skillsOrganizationalTeamworkCustomer orientation
Certifications:FEDAINISM (Demat)IRDA

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