Job Requirements
About the Role
: Elite Banker-First Wealth
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. 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.
• Resolve customer queries and complaints promptly to meet Net Promoter Score (NPS) benchmarks.
• Ensure strict adherence to bank policies and compliance standards.
• Pitch Relationship Banking program benefits and onboard eligible customers/groups.

Secondary Responsibilities
• Assist with audits and ensure compliance with internal and external re

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