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Elite Banker-First Wealth

IDFC FIRST Bank·Thane, Mumbai

Pay not stated2–5 yrsFull-time
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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

  • 2–5 yrs of experience
  • Cross-selling
  • Compliance
  • Customer service
  • Insurance
  • Audit
  • MBA

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