Elite Banker-NRI

Job Requirements

Job Requirements

Role / Job Title: Elite Banker-NRI

Function/Department: Retail Liabilities

Job Purpose

The Acquisition Manager will be responsible for opening accounts for interested customers and ensuring end to end documentation. They will drive mobile banking adoption & usage, increase cross-sell of products and work towards upgrading and on-boarding customers in the relationship banking program. Professionally driven to achieve higher customer satisfaction and increase retention. RM to have complete knowledge of end-to-end bank offerings, key goals of RM, bank systems and key onboarding steps for products cross-sell.

Roles & Responsibilities

• Sources new bank customers through digital leads and propensity model and via referencing on the already opened accounts.
• Ensure smooth onboarding of the accounts opened.
• Cross sells banks products to the customers
• CASA value builds up for the initial 2 months of account opening - Initial funding and then subsequent money inflow.
• 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.
  
  

• 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.
  
  

• Lead the IDFC Firsts customer first culture by driving the team to take up high degree servicing norms to ensure absolute customer delight.
• Monitor and achieve key parameters in employee productivity, hiring quality and attrition rates and make necessary improvements.
• Champion the use of data analytics to power up marketing propositions for liability customers.
• Hiring VRM zonal heads basis zonal requirements on number of customers to be catered.