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.
