Elite Banker-First Wealth
ThaneFull-time2–5 yrsPosted 2 months ago
Mid-level finance role at IDFC FIRST Bank in Thane. Needs 2+ years and an MBA.
About the role
Elite Banker-First Wealth in our Smart Banker department is responsible for enhancing customer engagement through virtual channels, with a focus on deepening relationships and increasing product penetration among managed clients. The role involves driving adoption of digital platforms, promoting cross-sell opportunities, and onboarding customers into the Relationship Banking program.
What you'll do
- Deepen customer relationships to increase overall relationship value
- Acquire new Non-Resident (NR) accounts and generate referrals from existing customers
- Drive remittances across all managed and sourced accounts
- Conduct high-quality customer engagements over calls, following industry best practices
- Promote adoption and usage of digital platforms such as mobile banking and the Optimus app
What you need
- Cross-selling
- Compliance
- Customer service
- Insurance
- Audit