Digital Banking Relationship Advisor

Primary Responsibilities

• Deepen customer relationships to increase overall relationship value.
• Acquire new Non-Resident (NR) accounts and generate referrals from existing customers.
• Drive remittances across all managed and sourced accounts.
• Conduct high-quality customer engagements over calls, following industry best practices.
• Promote adoption and usage of digital platforms such as mobile banking and the Optimus app.
• Increase product holdings per customer by cross-selling pre-approved products like credit cards and other banking solutions.
• Profile customers and recommend suitable banking products based on their needs and preferences.
• Ensure effective onboarding for Mobile / Net Banking, Bill Pay, SIPs, Insurance, Investment solutions, 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.
• Resolve customer queries and complaints promptly to meet Net Promoter Score (NPS) benchmarks.
• Ensure strict adherence to bank policies and compliance standards.
• Pitch Relationship Banking program benefits and onboard eligible customers / groups.

Secondary Responsibilities

What We Are Looking For

Education

Experience

Skills and Attributes