Elite Banker-First Wealth
- Thane, Maharashtra
- Permanent
- Full-time
- Responsible for deepening customer relationships to increase customer relationship value.
- Acquisition of NR accounts and generating referrals from existing customers
- Ensuring remittances in all managed & sourced accounts
- Responsible for driving quality engagements over call with customers by following industry best practices.
- Responsible for increasing adoption of digital platforms like mobile banking and drive initial login on Optimus app.
- Value builds up and increases in 'Product Holding Per Customer' within mapped portfolio.
- Responsible for cross-selling of pre-approved products such as Credit Card and other offers to increase products per customer.
- Ensure all customer profiling for mapped customers and present them with suitable banking products as per their need and requirement.
- Be solution oriented and ensure effective on-boarding on Mobile/Net Banking, Bill Pay, SIP, Insurance & Investment solutions, Retail and SME Loans and relevant banking programs.
- Ensure monthly operating plan is met to improve scorecard and decile rankings.
- Coordinate with respective teams for closure of retail assets & trade transactions business generated through client engagement.
- Responsible for creating a customer-focused approach for quick resolution of all queries and complaints to achieve NPS benchmarks.
- Ensure strict adherence to the bank policies and compliance.
- Pitch Relationship Banking program benefits and eligibility criteria to customers and on-board customers/groups to the RB program.
- Assist audit and ensure compliance to internal and external regulations and guidelines.
- Provide best in-class customer service to all clients to become their primary banker.