Virtual Relationship Manager - Thane - IDFC
- Idfc First Bank
- 2 - 7 years
- Mumbai
- 1 month ago
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Job Description
Roles & Responsibilities:
Primary Responsibilities:
- Responsible for deepening customer relationships to increase customer relationship value.
- Responsible for driving quality engagements over call with customers by following industry best practices.
- Responsible for increasing mobile banking adoption and drive initial login on Optimus app.
- CASA value builds up and new client acquisition and increase in 'Product Holding Per Customer' within mapped portfolio.
- Responsible for cross-sell of pre-approved products such as Credit Card and other offers to increase products per customer,
- Ensure all customer profiling for mapped customers and presented 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.
Secondary Responsibilities:
- 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.Role & responsibilities
Job Classification
Industry: BankingFunctional Area: Banking
Role Category: Banking Operations
Role: Relationship Manager
Employement Type: Full time
Contact Details:
Company: Idfc First BankLocation(s): Mumbai
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₹ -6 Lacs P.A
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