Cluster Lead - First Wealth

IDFC FIRST Bank


Date: 3 weeks ago
City: Thāne, Maharashtra
Contract type: Full time
Job Requirements

The job entails overseeing Relationship Managers (RMs) in the branch, ensuring their recruitment, training, and continuous development to meet set goals. Responsibilities include guiding and mentoring RMs for goal achievement, maintaining team productivity, and achieving revenue targets. The role involves enhancing customer engagement, especially with High Net Worth Individual (HNI) clients, across various banking sectors. It also entails driving cross-selling initiatives, ensuring compliance, and delivering exceptional customer service while focusing on data-driven sales strategies for portfolio improvement. Upholding efficient request handling, adherence to processes, fostering a customer-centric culture, attracting top talent, and monitoring employee productivity and attrition rates are integral aspects of this position.

Roles & Responsibilities

  • Responsible for quality recruitment, training, developing the knowledge and capability of RMs in the branch and also provide guidance, anytime feedback and mentorship to individuals for enablement of achievement of the defined goals
  • Ensuring the RM Team maintains productivity, achieve goal sheet objectives and revenue targets. Also incumbent is responsible for monitoring quality of engagement, sales and processes for the RMs in the branch. Enhancing engagement with HNI customers through joint calls with RMs
  • Ensuring engagement across liabilities, retail assets, business banking, trade forex, wealth business and credit cards business in the region. Responsible to initiate thrust on cross sell and to enhance product holding ratios in the mapped clients for the branch.
  • Ensuring that relationship managers are earning incentives in the branch assigned
  • Driving execution of the triggers, campaign and programs designed and released by the channel management & product teams
  • Incumbent is responsible to ensure that the relationship managers provide best customer service to their portfolio customers and ensure all processes are followed as laid down within the bank’s audit and compliance framework
  • Envisage data driven sales plans for existing liability product customers of the region to improve portfolio quality and account usage. Ensure periodic reviews and trainings to the team
  • Ensure First Time Right (FTR) is driven as a guiding principle for all requests. Client requests and complaints to be addressed efficiently within stipulated timelines.
  • Ensure all sales activity is recorded as per the organizational process and all sales and service processes are adhered to by self and branch team.
  • Lead the IDFC First's customer first culture by driving the team to take up high degree servicing norms to ensure absolute customer delight
  • Attract and retain best-in-class talent for RM's in the Branch
  • Monitor key parameters on employee productivity and attrition rates and make necessary improvements
  • Champion the use of data analytics to increase engagement and product holding for customers being managed by the team

Education Qualification

Graduation: Bachelor’s in Engineering / Technology / Math’s / Commerce / Arts / Science / Biology / Business / Computers / Management

Experience: 5 to 10 years of relevant experience

How to apply

To apply for this job you need to authorize on our website. If you don't have an account yet, please register.

Post a resume

Similar jobs

Business Development (Sales) Internship in Thane, Navi Mumbai, Mumbai

ASCENT, Thāne, Maharashtra
6 days ago
Selected Intern's Day-to-day Responsibilities Include Research & Outreach: Identify potential leads and support onboarding initiatives Marketing Campaigns: Assist with Email and WhatsApp outreach Social Media: Engage with our audience and support brand presence CRM & Reports: Maintain lead records and help track performance Community Support: Help with event coordination and partner outreachAbout Company: ASCENT Foundation embodies Harsh Mariwala's (Chairman, Marico...

HRIS Analyst

Forcepoint, Thāne, Maharashtra
1 week ago
Who is Forcepoint?Forcepoint simplifies security for global businesses and governments. Forcepoint’s all-in-one, truly cloud-native platform makes it easy to adopt Zero Trust and prevent the theft or loss of sensitive data and intellectual property no matter where people are working. 20+ years in business. 2.7k employees. 150 countries. 11k+ customers. 300+ patents. If our mission excites you, you’re in the...

PHP Development Internship in Navi Mumbai, Thane

FynTune Solution Private Limited, Thāne, Maharashtra
2 weeks ago
Selected Intern's Day-to-day Responsibilities Include Develop, record, and maintain cutting-edge web-based PHP applications on portal plus premium service platforms Ensure HTML, CSS, and shared JavaScript is valid and consistent across applications Prepare and maintain all applications utilizing standard development tools Utilize backend data services and contribute to increasing existing data services API Use test-driven development and acceptance tests to ensure...