Universal Banker (Mumbai, MH, IN, 400001)

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

Serve as a customer-facing Universal Banker within International Wealth and Premier Banking, delivering branch customer interface functions in front office and teller areas. Apply TCF principles to shift from transaction processing to need-based sales, manage customer complaints and escalations, and migrate customers to alternate delivery channels. Maintain branch hygiene and operational standards, support audit actions, and achieve KPIs through acquisition and credit card and general insurance cross-selling and referrals.

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FursaFursa
HSBC
HSBC
23 hours ago

Universal Banker (Mumbai, MH, IN, 400001)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 23 hours agoStatus: Live
Reposted: similar role first listed 4 months ago

Job Summary

Serve as a customer-facing Universal Banker within International Wealth and Premier Banking, delivering branch customer interface functions in front office and teller areas. Apply TCF principles to shift from transaction processing to need-based sales, manage customer complaints and escalations, and migrate customers to alternate delivery channels. Maintain branch hygiene and operational standards, support audit actions, and achieve KPIs through acquisition and credit card and general insurance cross-selling and referrals.
Location: Mumbai
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Ensure effective delivery of branch customer interface functions to achieve customer satisfaction and operational efficiency.
  • •Implement TCF principles in daily interactions, transitioning from transaction processing to need-based sales.
  • •Maintain branch hygiene by ensuring promotional materials are displayed and the banking hall and ATMs are clean.
  • •Manage customer complaints and escalations to ensure a positive customer experience.
  • •Achieve KPIs through 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 within the bank.
  • •Exceptional and updated knowledge of banking products, systems, and processes.
  • •Awareness of AML risk and adherence to regulatory guidelines and internal AML & Sanction Policy.
Experience:1-2 years
Education:Bachelor's
Skills:CommunicationInterpersonal skillsOrganizationCollaborationCustomer 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