Job Description

Role/ Job Title: Elite Banker-Virtual Relationship Manager
Job Purpose:
Elite Banker will be responsible for enhancing the customer engagement virtually to increase
customer stickiness on managed clients. 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. Elite Banker to have complete knowledge of end-to-end bank offerings, key goals of RM,
bank systems and key onboarding steps for products cross-sell.
Job Responsibilities:
? Serve our most affluent customers & drive growth by ensuring excellent engagement &
customer service
? Act as the primary point of contact and be responsible for initiating, building & maintaining
deep relationships with these customers to address all their banking needs, products and
servicing requirements.
? Fully own the book, growth and customer service KPIsfor mapped portfolio
? Collaborate with product specialists and subject matter experts to provide tailored solutions
that align with customers' specific requirements
? Work with internal teams to drive on-ground innovation and bank's strategic initiatives
? Demonstrate a solution-oriented mindset, ensuring seamless onboarding onto Mobile/Net
Banking platforms, facilitating Bill Pay services, promoting SIP, Insurance, and Investment
solutions, as well as facilitating Retail, SME Loans and other pertinent banking programs
? Enforce strict adherence to the bank's policies and regulatory compliance measures
? Provide assistance during audits, ensuring conformity to internal and external regulations
and guidelines

Skills Required