IDFC First Elite Banker (Virtual Relationship Manager)

Job Description

Specification for the role Elite Banker-First Wealth Role/ Job Title: Elite Banker-First Wealth 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 programs Enforce strict adherence to the bank's policies and regulatory compliance measures Provide assistance during audits, ensuring conformity to internal and external regulations and guidelines Note:Freshers are not eligible