Engagement Partner

1 week ago


Mumbai, India IDFC FIRST Bank Full time

Role/Job Title

: Engagement Partner

**Work Experience-**:
2- 5years

**Business**:
Retail Banking

Function/ Department

: Retail Liabilities

Roles & Responsibilities

Developing and maintaining strong customer service relationships with ETB and NTB customers in the startup banking portfolio.

Understanding startup customer service needs and advising suitable products & services.

Identify potential client needs and generate quality leads for the business team in their respective zones.

Activating customer on various digital platforms of the bank and assist onboarding/training if required.

Achieving incremental wallet share from the existing customer through regular virtual engagements.

Proactively sharing information on startup banking products & services to the customer and ensure best service.

Upsell and cross-sell various products and services across different customer requirements.

Engage with clients on a regular basis, build rapport and provide quick responses to their service inquiries.

Coordinating with the business team and ensuring that the leads generated virtually are actioned and leads are converted ultimately driving incremental sales.

Acquire new customers from referral leads.

Managerial & Leadership ResponsibilitiesAnalytical, Communication, Collaboration & Negotiation Skills.

Job Requirements
- A

cademics

Title

Stream/ Specialization (tick mark)

Type of University / Institute) (Premier/ Tier I, II, III, Others)

Part Time / Full Time

Graduate

Commerce/Art/Science/BBA/Engg./B.tech

Tier I or II

Full Time

Post Graduate

Tier I or II

Full Time



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