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60 IDFC FIRST Bank Jobs

Cluster Lead - Elite Banker (VRM Channel)

5-10 years

Thane

10 vacancies

Cluster Lead - Elite Banker (VRM Channel)

IDFC FIRST Bank

posted 23d ago

Job Description

Role/ Job Title: Cluster Lead-First Wealth

Function/ Department: Retail Liabilities

Job Purpose:

The incumbent will lead the Elite Bankers in the region to achieve the defined objectives. The role involves managing the Elite Banker channel and driving the agenda of mobile banking adoption and usage. The incumbent will also engage customers across various products such as Liabilities, Retail Assets, Business Banking, Trade Forex, Wealth & Insurance Business, and Cross-Sell. The incumbent will aim to increase the value of CASA, deepen existing relationships, and acquire high-quality NTBs. The incumbent should have strong knowledge of banking and investment products and solutions.

Roles & Responsibilities:

  • Responsible for quality recruitment, sales planning, business delivery tracking, monitoring and reviewing Elite Banker Performance and mentoring individuals for effective tele-calling for achievement of the defined goals. Also responsible to ensure adherence with tele-calling guidelines as per regulatory industry norms.
  • Ensuring the Elite Banker Team achieves goal sheet objectives and revenue targets to earn incentives. Also, responsible for monitoring quality of engagement for the team
  • Enhancing engagement with HNI customers through client meetings and/or joint calls with Elite Bankers, support functions in peer group and quality NTB Acquisitions
  • Ensuring engagement and coordination with various functional peers to ensure smooth business delivery from the team across Liabilities and Asset products of the bank, Trade Forex, Wealth business, Insurance and Credit Cards Business in the branch.
  • Responsible to drive Privilege program onboarding, cross sell in the Elite Banker Portfolio and to enhance Product Per Client ratios in the managed book.
  • Ensuring Digital adoption and completion of the assigned Tasks, triggers, campaigns and client outreach programs assigned to the Elite Bankers
  • Incumbent is responsible to ensure that the Elite Bankers provide quality service delivery to bank customers and ensure process adherence.
  • Envisage data driven sales plans for the managed book to improve portfolio quality. Ensure regular reviews, daily engagement and trainings to the team.
  • Client requests and complaints to be addressed efficiently within stipulated timelines.
  • Ensure all sales activity is recorded as per the organizational process and all bank policies are adhered to by self and team.
  • Attract and retain best-in-class talent for Elite Bankers in the region & attrition control.

Education Qualification:

Graduation: Any Graduate

Experience:

5 to 10 years of relevant experience

Experience in virtual relationship banking


Please share your updated Resume.


Employment Type: Full Time, Permanent

Read full job description

Prepare for Cluster Leader roles with real interview advice

Top IDFC FIRST Bank Cluster Leader Interview Questions

Q1. Why do open account in our bank?
Q2. how much do you know data handling
Q3. How to motivate and mould the customer
View all 9 questions

What people at IDFC FIRST Bank are saying

3.0
 Rating based on 1 Cluster Leader review

Likes

Wants to compete with Market competitors

Dislikes

Leadership issues, highlighted but never actioned by HR team.

  • Skill development - Poor
  • +4 more
Read 1 Cluster Leader review

Cluster Leader salary at IDFC FIRST Bank

reported by 17 employees with 4-17 years exp.
₹10 L/yr - ₹15.5 L/yr
63% more than the average Cluster Leader Salary in India
View more details

What IDFC FIRST Bank employees are saying about work life

based on 10.5k employees
51%
45%
53%
99%
Strict timing
Monday to Saturday
Within city
Day Shift
View more insights

IDFC FIRST Bank Benefits

Submitted by Company
Free Transport
Child care
Gymnasium
Cafeteria
Work From Home
Team Outings +4 more
Submitted by Employees
Health Insurance
Job Training
Soft Skill Training
Work From Home
Free Transport
Cafeteria +6 more
View more benefits

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