Elite Banker-First Select

Job description

**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 new 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. What We Are Looking For Education - Graduation: Any discipline (Full-Time) **Experience** - Minimum 2 years of relevant experience in banking or allied financial services. Skills and Attributes - Excellent communication and interpersonal skills. - Strong customer engagement and relationship-building capabilities. - Ability to cross-sell and promote banking products effectively. - Proficiency in digital banking platforms and mobile applications. - Solution-oriented mindset with a focus on customer satisfaction. - Attention to detail and commitment to compliance. - Ability to work independently and meet performance targets.