Elite Banker-nri Engagement

2 weeks ago

Thāne, Maharashtra, India IDFC FIRST Bank Full time

Role/ Job Title:
Virtual Relationship Manager-NR Acquisition

Business:
Retail Banking

Function/ Department:
Retail Liabilities

Place of Work:
Sales Hub

Job Purpose:

Acquisition Manager will be responsible to open accounts for intersted customers and ensure end to end documentation.

They will drive mobile banking adoption & usage, increase cross-sell of products and work towards upgrading and on-boarding customers in the relationship banking program.

Professionally driven to achieve higher customer satisfaction and increase retention.

RM to have complete knowledge of end-to-end bank offerings, key goals of RM, bank systems and key onboarding steps for products cross-sell.


Roles & Responsibilities:

  • Sources new bank customers through digital leads and propensity model and via referencing on the already opened accounts
  • Ensure smooth onboarding of the accounts opened
'- Cross sells banks products to the customers

'- CASA value build up for the initial 2 months of account opening - Initial funding and then subsequent money inflow

  • Responsible for creating a customerfocused approach for quick resolution of all queries and complaints to achieve NPS benchmarks.
  • Ensure strict adherence to the bank policies and compliance
  • Pitch Relationship Banking program benefits and eligibility criteria to customers and onboard customers/groups to the RB program

Secondary Responsibilities:

  • Assist audit and ensure compliance to internal and external regulations and guidelines
  • Provide best inclass customer service to all clients to become their primary banker.

Key Success Metrics:

Individual Contribution:
CASA Growth, Fee Income Growth, NTB Customer IDs, Net Promoter Score(NPS) % customers Optimus download, #products per customer (PPC), #cross-sell (assets products), %increase in avg ORV, #customers upgraded to RB program, #family/groups created

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