Virtual Relationship Manager

Job description
We have an urgent requirement for a leading private bank. Please find attached the JD of the opening with IDFC First Bank and revert with your acknowledgment and interest.

Company Website: https://www.idfcfirstbank.com/

Location: Thane/Hyderabad

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

Qualification:

Any graduate having minimum 3 years of experience in cross selling banking products like current account, fixed deposits, insurance etc.