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IDFC FIRST Bank Thane, IndiaJob Description · Job Requirements · Role/ Job Title: Cluster Lead-NRI · Function/ Department: Elite Banker · Job Purpose · - Team Leadership and Management · - Customer Acquisition · - Relationship Management · - Performance Monitoring and Reporting · - Compliance and Risk Manag ...
Elite Banker - Thane, India - IDFC FIRST Bank

Description
Job Description
Role/Job Title:Elite Banker-NRI
Function/Department:Retail Liabilities
Job Purpose
NR VRM will be responsible for enhancing 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 on-boarding customers in the relationship banking program. Professionally driven to achieve higher customer satisfaction and increase retention. NR VRM 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
- Deepen Customer Relationships: Responsible for increasing customer relationship value by strengthening relationships with existing customers.
- Aquisition of NR Accounts: Acquisition of new NR accounts and generating referrals from existing customers
- Ensure Remittances: Ensure remittances in all managed & sourced accounts
- Drive Quality Engagements: Responsible for driving quality engagements over call with customers by following industry best practices.
- Increase Digital Adoption: Responsible for increasing adoption of digital platforms like mobile banking and drive initial login on Optimus app.
- Value Build-up: Value builds up and increases in Product Holding Per Customer within mapped portfolio.
- Cross-sell Products: Responsible for cross-selling of pre-approved products such as Credit Card and other offers to increase products per customer.
- Customer Profiling: Ensure all customer profiling for mapped customers and present them with suitable banking products as per their need and requirement.
- Solution-oriented Onboarding: 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.
- Meet Operating Plan: Ensure monthly operating plan is met to improve scorecard and decile rankings.
- Closure of Transactions: Coordinate with respective teams for closure of retail assets & trade transactions business generated through client engagement.
- Customer Focus: Responsible for creating a customer-focused approach for quick resolution of all queries and complaints to achieve NPS benchmarks.
- Policies and Compliance: Ensure strict adherence to the bank policies and compliance.
- Pitch Relationship Banking Program: Pitch Relationship Banking program benefits and eligibility criteria to customers and on-board customers/groups to the RB program.
Secondary Responsibilities
- Assist Audit: Assist audit and ensure compliance to internal and external regulations and guidelines.
- Best-in-class Customer Service: Provide best in-class customer service to all clients to become their primary banker.
Education Qualification
Graduation: Any Graduate
Experience: 2-5 years of relevant experience in Banking or allied Business.
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Only 24h Left Cluster Lead
IDFC FIRST Bank- Thane, India