The role entails listening to the calls made by the VRMs to their portfolio customers and guiding them towards proper closures / policy adherence of the Bank. Ensure that our product offerings / service details are pitched correctly. Role requires regular engagement with the VRMs & their supervisors. Role will require to closely collaborate with Cross sell and Product teams. This role encapsulates the responsibility of owning the customer experience at the VRM Centre.
Roles & Responsibilities:
- Managing and Building portfolio of Key Clients by engaging and providing them need based solutions leading to increase in their existing share of wallet.
- Acquiring HNI customers and on-boarding them to Privilege Program
- Deepening existing banking relationships by Cross selling Products and solutions
- Ensuring compliance with branch SOP and control in sales and service
- Acting as an interface between bank and its key customers to provide complete banking solutions, portfolio Management, Wealth Management and customer servicing.
Secondary Responsibilities:
- Regularly conducting activities in the catchment to acquire HNI customers and build a strong visibility for IDFC First Bank
- Working on Key Central Initiatives (1 Mn Framework) and seeking regular referrals from existing customers
- Collaborating with other team members and support functions to provide products and service offerings to customers.
Education Qualification:
- Graduation: Any Graduate
- Post Graduation: Any Post Graduate
Experience: 2-5 years of relevant experience in contact center
