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.

Frequently Asked Questions

What are the eligibility criteria for the Elite Banker-First Select job at IDFC FIRST Bank?

Eligibility typically includes the qualifications and experience outlined in the job description above, with around 2-5 Years years of relevant experience expected for this role.

What are the primary responsibilities of a Elite Banker-First Select at IDFC FIRST Bank?

The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Elite Banker-First Select at IDFC FIRST Bank.

Is prior experience required for this position?

This role requires around 2-5 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.

What skills are important for this role?

Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.

How do I apply for the Elite Banker-First Select role at IDFC FIRST Bank?

You can apply directly using the Apply Now button on this page, which will take you to IDFC FIRST Bank's application process for this role.

IDFC FIRST Bank — Hyderabad, HYDERABAD