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.
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.
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