
vrm
2 days ago
Role & responsibilities VRM
Specification for the role IDFC FIRST BANK (Elite Banker-First Wealth)
Role/ Job Title: VRM (Elite Banker-First Wealth)
LOCATION: Thane
Ctc: 10lpa for thane
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.
Job Responsibilities:
* Serve our most affluent customers & drive growth by ensuring excellent engagement &
customer service
* Act as the primary point of contact and be responsible for initiating, building & maintaining
deep relationships with these customers to address all their banking needs, products and
servicing requirements.
* Fully own the book, growth and customer service KPIs for mapped portfolio
* Collaborate with product specialists and subject matter experts to provide tailored solutions
that align with customers' specific requirements
* Work with internal teams to drive on-ground innovation and bank's strategic initiatives
* Demonstrate a solution-oriented mindset, ensuring seamless onboarding onto Mobile/Net
Banking platforms, facilitating Bill Pay services, promoting SIP, Insurance, and Investment
solutions, as well as facilitating Retail, SME Loans and other pertinent banking
* Enforce strict adherence to the bank's policies and regulatory compliance measures
* Provide assistance during audits, ensuring conformity to internal and external regulations
and guideline
Preferred candidate profile having cross sales Experience
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