Elite Banker-First Wealth

Job Requirements

Role / Job Title: 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 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. 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.
• Acquisition of NR accounts and generating referrals from existing customers
• Ensuring remittances in all managed & sourced accounts
• Responsible for driving quality engagements over call with customers by following industry best practices.
• Responsible for increasing adoption of digital platforms like mobile banking and drive initial login on Optimus app.
• Value builds up and increases in 'Product Holding Per Customer' within mapped portfolio.
• Responsible for cross-selling of pre-approved products such as Credit Card and other offers to increase products per customer.
• Ensure all customer profiling for mapped customers and present them 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 Graduate

Experience: 2-5 years of relevant experience in Banking or allied Business.