Company

Idfc First BankSee more

addressAddressThane, Maharashtra
CategoryFinance & Accounting

Job description

Role/ Job Title:Virtual Relationship Manager-Rural
Business: Rural Banking
Function/ Department: Rural Liabilities
Place of Work: Sales Hubs
Roles & 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 build 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.
Key Success Metrics:
'Individual Contribution : CASA Growth, NTB Customer IDs, FD Growth, Fee income growth, Net Promoter Score(NPS) , #cross-sell (assets products), #customers upgraded to RB program,
Refer code: 981712. Idfc First Bank - The previous day - 2024-03-31 08:42

Idfc First Bank

Thane, Maharashtra

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