Elite Banker

2 days 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.

  • Regional Lead

    4 weeks ago

    Hyderabad, India IDFC FIRST Bank Full time

    Role/ Job Title: Regional Lead-First Wealth – Elite BankerJob Purpose:Regional Lead - Elite Banker Channel will be driving Elite Banker in the region to meet their objectives. He/she will be responsible for leading the RM agenda in the region and ensure following Engagement across products - Liabilities, On-boarding parameters, Retail Assets, Credit Cards,...

  • Regional lead

    1 hour ago

    Hyderabad, India IDFC FIRST Bank Full time

    Role/ Job Title: Regional Lead-First Wealth – Elite BankerJob Purpose:Regional Lead - Elite Banker Channel will be driving Elite Banker in the region to meet their objectives. He/she will be responsible for leading the RM agenda in the region and ensure following Engagement across products - Liabilities, On-boarding parameters, Retail Assets, Credit Cards,...

  • Regional Lead

    4 weeks ago

    Hyderabad, India IDFC FIRST Bank Full time

    Role/ Job Title: Regional Lead-First Wealth – Elite BankerJob Purpose:Regional Lead - Elite Banker Channel will be driving Elite Banker in the region to meet their objectives. He/she will be responsible for leading the RM agenda in the region and ensure following Engagement across products - Liabilities, On-boarding parameters, Retail Assets, Credit Cards,...

  • Regional Lead

    4 weeks ago

    Hyderabad, India IDFC FIRST Bank Full time

    Role/ Job Title: Regional Lead-First Wealth – Elite Banker Job Purpose: Regional Lead - Elite Banker Channel will be driving Elite Banker in the region to meet their objectives. He/she will be responsible for leading the RM agenda in the region and ensure following Engagement across products - Liabilities, On-boarding parameters, Retail Assets, Credit...

  • Regional Lead

    4 weeks ago

    Hyderabad, India IDFC FIRST Bank Full time

    Role/ Job Title: Regional Lead-First Wealth – Elite BankerJob Purpose:Regional Lead - Elite Banker Channel will be driving Elite Banker in the region to meet their objectives. He/she will be responsible for leading the RM agenda in the region and ensure following Engagement across products - Liabilities, On-boarding parameters, Retail Assets, Credit Cards,...

  • Regional Lead

    6 days ago

    Hyderabad, India IDFC FIRST Bank Full time

    Role/ Job Title: Regional Lead-First Wealth – Elite Banker Job Purpose: Regional Lead - Elite Banker Channel will be driving Elite Banker in the region to meet their objectives. He/she will be responsible for leading the RM agenda in the region and ensure following Engagement across products - Liabilities, On-boarding parameters, Retail Assets, Credit...

  • Regional Lead

    5 days ago

    Hyderabad, India IDFC FIRST Bank Full time

    Role/ Job Title: Regional Lead-First Wealth – Elite Banker Job Purpose: Regional Lead - Elite Banker Channel will be driving Elite Banker in the region to meet their objectives. He/she will be responsible for leading the RM agenda in the region and ensure following Engagement across products - Liabilities, On-boarding parameters, Retail Assets, Credit...

  • Regional Lead

    5 days ago

    Hyderabad, India IDFC FIRST Bank Full time

    Role/ Job Title: Regional Lead-First Wealth – Elite BankerJob Purpose:Regional Lead - Elite Banker Channel will be driving Elite Banker in the region to meet their objectives. He/she will be responsible for leading the RM agenda in the region and ensure following Engagement across products - Liabilities, On-boarding parameters, Retail Assets, Credit Cards,...

  • Regional Lead

    1 day ago

    hyderabad, India IDFC FIRST Bank Full time

    Role/ Job Title: Regional Lead-First Wealth – Elite BankerJob Purpose:Regional Lead - Elite Banker Channel will be driving Elite Banker in the region to meet their objectives. He/she will be responsible for leading the RM agenda in the region and ensure following Engagement across products - Liabilities, On-boarding parameters, Retail Assets, Credit Cards,...

  • Elite Banker Channel Head

    5 hours ago

    Hyderabad, Telangana, India IDFC FIRST Bank Full time

    Job DescriptionIDFC FIRST Bank seeks a highly skilled individual to fill the position of Elite Banker Channel Head. As a key member of our team, you will be responsible for leading the elite banker channel, driving mobile banking adoption, and enhancing customer engagement across various products.Key Responsibilities:Develop and execute strategies to drive...

  • Elite Banker

    6 days 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...

  • Elite Banker

    1 week 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...

  • Elite Banker

    4 weeks ago

    Hyderabad, India IDFC FIRST Bank Full time

    Job Role: Elite Banker - First WealthFunction/ 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...

  • Elite Banker

    5 days ago

    Hyderabad, India IDFC FIRST Bank Full time

    Job Role: Elite Banker - First WealthFunction/ 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...

  • Elite Banker

    5 days ago

    Hyderabad, India IDFC FIRST Bank Full time

    Job Role: Elite Banker - First WealthFunction/ 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...

  • Elite Banker

    4 days ago

    Hyderabad, India IDFC FIRST Bank Full time

    Job Role: Elite Banker - First WealthFunction/ 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...

  • Elite Banker

    6 days ago

    Hyderabad, India IDFC FIRST Bank Full time

    Job Role: Elite Banker - First WealthFunction/ 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...

  • ▷ [01/02/2025] Regional Lead - Elite Banker (VRM)

    4 weeks ago

    Hyderabad, India IDFC FIRST Bank Full time

    Role/ Job Title: Regional Lead-First Wealth – Elite Banker Job Purpose: Regional Lead - Elite Banker Channel will be driving Elite Banker in the region to meet their objectives. He/she will be responsible for leading the RM agenda in the region and ensure following Engagement across products - Liabilities, On-boarding parameters, Retail Assets, Credit...

  • Elite Banker

    4 days ago

    Hyderabad, India IDFC FIRST Bank Full time

    Job Role:Elite Banker - First WealthFunction/ 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...

  • Elite Banker-first Wealth

    3 weeks ago

    Hyderabad, Telangana, India IDFC FIRST Bank Full time

    **Role / Job Title**: Elite Banker-First Wealth **Function/Department**: Retail Liabilities **Job Purpose**: VRM will be responsible for enhancing the customer engagement virtually to increase customer stickiness on managed clients. They will drive remittances, mobile banking adoption & usage, increase cross-sell of products and work towards upgrading and...