About the Role:
As an Elite Banker First Select/Wealth, you will enhance customer engagement via virtual channels, deepen relationships, and drive product penetration across managed clients. You will play a key role in promoting digital adoption, cross-selling financial products, and positioning the bank as the primary financial partner for affluent customers.
Key Responsibilities:
Relationship Management & Acquisition
Strengthen customer relationships to increase overall portfolio value. Acquire new NR (Non-Resident) accounts and generate referrals. Boost remittances across managed portfolios.
Customer Engagement & Digital Adoption
Conduct high-quality client interactions via calls
Promote Mobile Banking & Optimus app adoption
Ensure onboarding across digital banking platforms
Insurance, Investments)
Profile customers and recommend tailored financial solutions
Increase product holding per customer
Service Excellence & Compliance
Resolve customer queries to meet NPS benchmarks
Coordinate with internal teams for transaction closures
Ensure adherence to SOPs, compliance, and audit requirements
Drive onboarding into Relationship Banking programs
Preferred candidate profile:
Eligibility Criteria
Education: Graduation (Mandatory), MBA / PGDM (Preferred)
Minimum Experience: 1 year in Banking / Financial Services
Skills Required:
- Solid communication & interpersonal skills
- Experience in virtual relationship management
- Knowledge of banking products, CASA, and NRI accounts
- Customer-centric approach with cross-selling ability
- Familiarity with digital banking tools & platforms
- High integrity and compliance orientation