Elite Banker-First Select

Job Requirements

Job Requirements

Roles & Responsibilities

• Responsible for driving quality engagements over call with customers by following industry best practices
  

• Ensure all customer profiling for mapped customers and presented 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

• Provide best in-class customer service to all clients to become their primary banker.
  

Key Success Metrics