Financial Service Officer

4 weeks ago

Brampton, Canada ICICI Bank Canada Full time

**Job description**

ICICI Bank Canada is a wholly-owned subsidiary of ICICI Bank Limited which has its headquarters in Mumbai, India. ICICI Bank Limited is a leading private sector bank in India. The Bank’s consolidated total assets stood at US$182.8 billion as at December 31, 2019.

Established in December 2003, ICICI Bank Canada is a full-service direct bank with an asset base of about C$6.5 billion as at December 31, 2019, and it is a member of the Canada Deposit Insurance Corporation. The Bank offers a wide range of financial solutions to cater to personal, commercial, corporate, investment, treasury and trade requirements.

The FSO would carry the business and revenue targets through relationship management of the managed customer base and by generating new business from new customers walking into the branch or by conducting promotional/ sales activities outside the branch.

The FSO would have the following responsibilities:
1. Own assigned business targets on branch products to be serviced through branches.

2. Ensure achievement of monthly as well as annual business and revenue targets through existing relationship management and acquiring new customer base.

3. Attend to new walk-in customers promoting bank’s services and products and ensure conversion.

4. Ensure relationship management, make calls to existing customers and welcome calls to new customers.

5. Plan and execute promotional and marketing activities to acquire new clients and deepen existing relationships.

6. Plan and execute customer satisfaction campaigns in the branch to ensure high quality customer service.

7. Increase fee revenue without any revenue leakage.

8. Attend and manage customers in an orderly manner in branch lobby for better customer experience and quick service.

10. Coordinate with CSRs to provide good service to customers.

11. Render excellent service to the customer with a pleasant demeanor.

12. Update daily, monthly and annual sales MIS.

13. Filing and maintenance of records and documentations.

14. Ensure coaching and training on existing and new products to team members as directed.

15. Actively participate in specific projects/new activities.

16. Act as a back up to CSRs if required.

17. Participate in any other activities in order to facilitate smooth operation of the branch or as assigned by the reporting authority.

18. Ensure all Bank’s policies, corporate security policies, regulatory guidelines, Industry service standards and codes of conduct are adhered to.

19. Take ownership of client complaints/issues, initiating action, following up with respective units and resolving the problem within stipulated timeframe and keeping the clients informed during the process

20. Identify process improvement opportunities and strive for continuous improvements

21. Other duties as assigned from time to time.

If you require accommodation measures during any phase of the hiring process, please notify us as soon as possible. All information received in relation to accommodation requests will be kept confidential

**Job Types**: Full-time, Fixed term contract
Contract length: 12 months

Work Location: In person

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