Elite Banker - Insurance / Bancassurance - Leading Bank - Hyderabad

Elite Banker - Insurance / Bancassurance - Leading Bank - Hyderabad

07 Aug
|
Quotient Consultancy
|
Hyderabad

07 Aug

Quotient Consultancy

Hyderabad

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.

📌 Elite Banker - Insurance / Bancassurance - Leading Bank - Hyderabad
🏢 Quotient Consultancy
📍 Hyderabad

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