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.