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Elite Banker-First Wealth at IDFC FIRST Bank — Thane

Experience2–5 yrs
SalaryNot disclosed
Work modeunknown
Levelmid
Posted11 Sept 2026

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About IDFC FIRST Bank

IDFC FIRST Bank is hiring in Thane in financial services. This role looks for around 2+ years of experience.

The role

Mid-level Elite Banker-First Wealth role at a banking and financial services provider (IDFC FIRST Bank) for virtual relationship banking with affluent clients, including onboarding to the Relationship Banking program and driving cross-sell and product penetration. You will conduct customer engagements over calls, drive digital platform adoption (mobile banking and the Optimus app), acquire Non-Resident (NR) accounts, and promote remittances while meeting monthly operating plans. Required skills include strong communication and interpersonal skills, knowledge of banking products and NR account services, ability to cross-sell, customer-centric service excellence, integrity and compliance, and proficiency in banking systems and digital tools. Location is Thane, Maharashtra, India, with work mode not specified.

Full job description

Job Requirements

About the Role

: Elite Banker-First Wealth **

Elite Banker-First Wealth in our Smart Banker department is responsible for enhancing customer engagement through virtual channels, with a focus on deepening relationships and increasing product penetration among managed clients. The role involves driving adoption of digital platforms, promoting cross-sell opportunities, and onboarding customers into the Relationship Banking program. The role holder is expected to deliver a superior customer experience, improve retention, and position IDFC FIRST Bank as the primary banking partner for affluent clients.

Key Responsibilities

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

Assist with audits and ensure compliance with internal and external regulations.Deliver best-in-class customer service to become the primary banker for clients.

What We Are Looking For

Education

Graduation: Any discipline (Full-Time)Postgraduation: MBA / PGDM / Any discipline (Preferred)

Experience

2 to 5 years of relevant experience in banking or allied financial services.

Skills and Attributes

Strong communication and interpersonal skills.Proven ability to engage and retain customers through virtual channels.Knowledge of banking products, digital platforms, and NR account services.Customer-centric mindset with a focus on service excellence.Ability to cross-sell and promote banking solutions effectively.High level of integrity and commitment to compliance.Proficiency in using banking systems and digital tools.