VRM

Role & responsibilities

Specification for the role IDFC FIRST BANK (Elite Banker-First Wealth)

Role/ Job Title: VRM (Elite Banker-First Wealth)

LOCATION: Thane

Ctc: 10lpa for thane

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

* Enforce strict adherence to the bank's policies and regulatory compliance measures

* Provide assistance during audits, ensuring conformity to internal and external regulations

and guideline

Preferred candidate profile