IDFC First Elite Banker (Virtual Relationship Manager)

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