Dear Candidate,
Urgent opening with leading bank for VRM role.
CTC : Upto 6.5 - 10 LPA
Location - Hyderabad
Age : 32 Yrs
Malayalam and Tamil languages preferred.
Interested candidate can revert back with updated resume on
[email protected]
Any query can call Shrutika : 022-40697708 / (phone hidden)
About the Role
The Elite Banker First Wealth 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. The role holder is expected to deliver a superior customer experience, improve retention, and position IDFC FIRST Bank as the primary banking partner for affluent clients.
Key Responsibilities
Primary Responsibilities
- Deepen customer relationships to increase overall relationship value.
- Acquire recent 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.
- Increase product holdings per customer by cross-selling pre-approved products like credit cards and other banking solutions.
- Profile customers and recommend suitable banking products based on their needs and preferences.
- Ensure effective onboarding for Mobile/Net Banking, Bill Pay, SIPs, Insurance, Investment solutions, Retail and SME Loans, and other banking programs.
- Meet monthly operating plans to improve scorecard performance and decile rankings.
- Coordinate with internal teams to close retail asset and trade transactions generated through client engagement.
What We Are Looking For
Education
- Graduate in any discipline.
- Postgraduate qualification in any discipline is preferred.
Experience
- 2 to 5 years of relevant experience in banking or allied financial services.
Skills and Attributes
- Strong communication and interpersonal skills.
- Proven ability to engage and retain customers through virtual channels.
- Knowledge of banking products, digital platforms, and NR account services.
- Customer-centric mindset with a focus on service excellence.
- Ability to cross-sell and promote banking solutions effectively.
- High level of integrity and commitment to compliance.
- Proficiency in using banking systems and digital tools.
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