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  • Elite Banker - Thane, India - IDFC FIRST Bank

    IDFC FIRST Bank
    IDFC FIRST Bank Thane, India

    3 weeks ago

    IDFC FIRST Bank background
    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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