[Only 24h Left] Elite Banker

3 weeks ago

Hyderabad, India IDFC FIRST Bank Full time
Job Role: Elite Banker - First Wealth

Function/ Department: Retail Liabilities.

Job Purpose:

Elite Banker will be responsible for enhancing the customer engagement virtually to increase customer stickiness on managed clients. 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. Elite Banker 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:

- Responsible for deepening customer relationships to increase customer relationship value.- Responsible for driving quality engagements over call with customers by following industry best practices.- Responsible for increasing mobile banking adoption and drive initial login on Optimus app.- CASA value builds up and new client acquisition and increase in 'Product Holding Per Customer' within mapped portfolio.- Responsible for cross-sell of pre-approved products such as Credit Card and other offers to increase products per customer,- Ensure all customer profiling for mapped customers and presented with suitable banking products as per their need and requirement.- Be solution oriented and ensure effective on-boarding on Mobile/Net Banking, Bill Pay, SIP, Insurance & Investment solutions, Retail and SME Loans and relevant banking programs.- Ensure monthly operating plan is met to improve scorecard and decile rankings.- Coordinate with respective teams for closure of retail assets & trade transactions business generated through client engagement.- Responsible for creating a customer-focused 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 on-board customers/groups to the RB program.

Secondary Responsibilities:

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

Education Qualification:

Graduation: Any

Experience: 2 to 5 years of relevant experience in Banking or allied Business.

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