Job Requirements
About the Role

: Elite Banker-First Select**

Elite Banker-First Select
in our Smart Banker department is responsible for deepening customer relationships and enhancing customer engagement through virtual channels. Based at a sales hub, the role focuses on driving product adoption, cross-selling banking solutions, and delivering superior customer service. The role holder will manage a mapped portfolio of customers, ensuring personalized interactions, increased product holdings, and improved customer satisfaction. This position plays a key role in achieving business growth and operational excellence through digital engagement.

Key Responsibilities

Primary Responsibilities
- Deepen customer relationships to enhance overall relationship value.
- Conduct quality customer engagements over calls, following industry best practices.
- Drive mobile banking adoption and ensure initial login on the Optimus app.
- Build CASA value and acquire current clients while increasing product holdings per customer.




- Cross-sell pre-approved products such as credit cards and other relevant offers.
- Profile mapped customers and recommend suitable banking products based on their needs.
- Provide solutions-oriented onboarding for Mobile/Net Banking, Bill Pay, SIPs, Insurance, Investments, 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.
- Ensure prompt resolution of customer queries and complaints to meet Net Promoter Score (NPS) benchmarks.
- Adhere strictly to bank policies and compliance requirements.
- Promote the Relationship Banking program and onboard eligible customers/groups.

Secondary Responsibilities
- Assist with audits and ensure compliance with internal and external regulations.
- Deliver best-in-class customer service to become the primary banker for clients.

📌 Elite Banker-First Select (Thane)
🏢 IDFC FIRST Bank
📍 Thane