Elite Banker - Current Account
ThaneFull-time2–5 yrsPosted 2 months ago
Mid-level finance role at IDFC FIRST Bank in Thane. Needs 2+ years and a degree.
About the role
'The Current Account – Elite Banker(Virtual sales) is responsible for managing and growing a mapped portfolio of Current Account customers through virtual and digital engagement channels. Operating from a centralized sales or service hub, the role focuses on CASA growth, customer acquisition, relationship deepening, cross-selling of banking products, and delivering a superior customer experience.
What you'll do
- '• Manage a mapped portfolio of Current Account customers through virtual interactions (calls/digital channels)
- Deepen customer relationships to enhance overall relationship value and wallet share
- Drive CASA value build-up and acquire new Current Account customers in line with targets
- Increase product holding per customer through effective need-based cross-selling
- Profile customers to identify financial needs and recommend suitable banking solutions
What you need
- Cross-selling
- Working capital
- POS
- Insurance
- Audit
- Sales