Universal Banker- Ludhiana

HSBC
Ludhiana, Noida
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 2-3 yearsEducation: bachelorsSkills: ["Communication","Interpersonal skills","Organized","Collaborative team player","Customer orientation"]

Serve as the customer-facing Universal Banker for the IWPB branch, delivering high customer satisfaction and efficient branch operations. Apply TCF principles in daily interactions, manage complaints and escalations, and migrate customers to alternate delivery channels. Meet KPIs for acquiring new customers and cross-selling credit cards, personal loans, and insurance products, while adhering to operational standards and AML/sanctions requirements.

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HSBC
HSBC
4 days ago

Universal Banker- Ludhiana

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Last checked: 16 hours agoStatus: Live

Job Summary

Serve as the customer-facing Universal Banker for the IWPB branch, delivering high customer satisfaction and efficient branch operations. Apply TCF principles in daily interactions, manage complaints and escalations, and migrate customers to alternate delivery channels. Meet KPIs for acquiring new customers and cross-selling credit cards, personal loans, and insurance products, while adhering to operational standards and AML/sanctions requirements.
Location: Ludhiana, Noida
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Ensure effective delivery of branch customer interface functions to achieve customer satisfaction and operational efficiency.
  • •Implement TCF principles in daily customer interactions to move from transaction processing to need-based sales.
  • •Maintain branch hygiene standards including promotional material display and clean banking hall and ATMs.
  • •Manage customer complaints and escalations, ensuring a positive customer experience.
  • •Achieve KPIs for acquiring new customers and cross-selling credit cards, personal loans, and general & wealth insurance products.

Key Requirements

  • •Graduate degree.
  • •2-3 years of experience.
  • •Strong understanding of branch operations and processes and customer service requirements.
  • •Excellent, 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:2-3 years
Education:Bachelor's
Skills:CommunicationInterpersonal skillsOrganizedCollaborative team playerCustomer 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