IDFC FIRST Bank | Cluster Lead

2 weeks ago

hyderabad, India IDFC FIRST Bank Full time

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 Banker’s in the region & attrition control.


Education Qualification:

Graduation: Any Graduate

Experience: 5 to 10 years of relevant experience

Please share your updated Resume.

  • Cluster Lead-First Wealth

    6 months ago

    Hyderabad, India IDFC FIRST Bank Full time

    Role/ Job Title:   Cluster Lead-First Wealth Function/ Department:  Private Banking Job Purpose: 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...

  • Lead Financial Cluster Manager

    2 weeks ago

    Hyderabad, Telangana, India IDFC FIRST Bank Full time

    Job Overview:IDFC FIRST Bank is seeking an experienced professional to fill the role of Cluster Lead-First Wealth. This position involves overseeing a team of Relationship Managers in a branch, focusing on their recruitment, training, and continuous development to meet set goals.Main Responsibilities:Guiding and mentoring Relationship Managers to achieve...

  • Home Loan Sales Professional

    1 week ago

    Hyderabad, Telangana, India IDFC FIRST Bank Full time

    Job Overview:IDFC FIRST Bank is seeking an experienced Home Loan Sales Professional to join our team. This role requires the ability to generate home loan business through various channels, including administering and training a team of sales representatives to expand our presence in local markets.Key Responsibilities:Sales Performance: Meet monthly sales...

  • Cluster Lead

    2 weeks ago

    hyderabad, India IDFC FIRST Bank Full time

    Role/ Job Title: Cluster Lead-First WealthFunction/ Department: Retail LiabilitiesJob 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...

  • Cluster Lead

    2 weeks ago

    hyderabad, India IDFC FIRST Bank Full time

    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...

  • Cluster lead

    2 weeks ago

    Hyderabad, India IDFC FIRST Bank Full time

    Role/ Job Title: Cluster Lead-First WealthFunction/ Department: Retail LiabilitiesJob 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...

  • Cluster Lead

    5 months ago

    Hyderabad, India IDFC FIRST Bank Full time

    Role/ Job Title: Cluster Lead-First WealthFunction/ Department: Retail LiabilitiesJob 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...

  • Cluster Lead

    3 months ago

    Hyderabad, India IDFC FIRST Bank Full time

    Role/ Job Title: Cluster Lead-First Wealth Function/ Department: Retail LiabilitiesJob 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...

  • Cluster Lead

    5 months ago

    Hyderabad, India IDFC FIRST Bank Full time

    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...

  • Cluster Lead

    3 months ago

    Hyderabad, India IDFC FIRST Bank Full time

    Role/ Job Title: Cluster Lead-First Wealth Function/ Department: Retail LiabilitiesJob 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...

  • Cluster Lead

    2 weeks ago

    Hyderabad, India IDFC FIRST Bank Full time

    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...

  • Cluster Lead-First Wealth Expert

    4 weeks ago

    Hyderabad, Telangana, India IDFC FIRST Bank Full time

    Job Summary:The Cluster Lead-First Wealth is responsible for overseeing a team of Relationship Managers in the Private Banking department. The role involves guiding and mentoring team members to achieve set goals, maintaining team productivity, and ensuring compliance with the bank's audit and compliance framework.Key Responsibilities:Recruit, train, and...

  • IDFC FIRST Bank | Elite Banker

    2 weeks ago

    hyderabad, India IDFC FIRST Bank Full time

    Job Role: Elite Banker - First Wealth Function/ Department: Retail Liabilities. Job Purpose: Elite Banker will be responsible for enhancing the customer engagement virtually to increase customer stickiness on managed clients. They will drive mobile banking adoption & usage, increase cross-sell of products and work towards upgrading and on-boarding...

  • Senior NRI Banking Acquisitions Specialist

    5 days ago

    Hyderabad, Telangana, India IDFC FIRST Bank Full time

    Company OverviewIDFC FIRST Bank is a leading banking institution dedicated to delivering exceptional financial services to its customers.Estimated Salary Range: ₹20,00,000 - ₹35,00,000 per annumJob DescriptionWe are seeking an experienced and results-driven Senior NRI Banking Acquisitions Specialist to join our team. In this role, you will be responsible...

  • Business Banking Relationship Manager

    2 weeks ago

    Hyderabad, Telangana, India IDFC FIRST Bank Full time

    **About the Role:**IDFC FIRST Bank is seeking a seasoned Business Banking Relationship Manager to join our team. In this role, you will be responsible for providing financial solutions to meet the working requirements of business banking customers and ensuring best-in-class relationship management and customer experience.The ideal candidate will have 5-10...

  • Home Loans Prime Sales Team Lead

    2 days ago

    Hyderabad, Telangana, India IDFC FIRST Bank Full time

    Role OverviewThe Home Loans Prime Sales Team Lead is a pivotal role within IDFC FIRST Bank's retail banking division. This position requires an individual with exceptional leadership skills, sales acumen, and in-depth knowledge of home loan products.Key Responsibilities Drive business growth by generating new leads and expanding existing customer...

  • Debt Recovery Team Lead

    4 weeks ago

    Hyderabad, Telangana, India IDFC FIRST Bank Full time

    Role Overview:The role bearer will oversee a team responsible for managing delinquencies in an assigned credit portfolio. This includes coordinating operational recovery activities, ensuring adherence to corporate policies, and minimizing front-end delinquencies.Key Responsibilities:Manage a team of collectors to ensure efficient recovery of delinquent...

  • indouding voice proccess

    1 month ago

    Hyderabad, India Right Fit Resources Full time

    MANDOTARYIDFC BankInbond Voice ProcessFreshers-3LPAExp-5LPAHyderabadAny GraduationDiploma Not EligibleFace to face interviews3 rounds of interview1 Assessment testNeed Very Good Communications skillsEnglish + Hindi MandatorCompany OverviewRight Fit Resources is a leading HR consulting and recruitment company that serves various industries including BPO,...

  • Elite Banking Professional

    3 weeks ago

    Hyderabad, Telangana, India IDFC FIRST Bank Full time

    Job Title: Elite BankerDepartment: Retail LiabilitiesAbout the Role:We are seeking a skilled and experienced Elite Banker to join our team at IDFC FIRST Bank. As an Elite Banker, you will be responsible for delivering exceptional customer experiences and driving business growth through relationship building and cross-selling.Key Responsibilities:Deepen...

  • Strategic Banking Relationship Manager

    2 weeks ago

    Hyderabad, Telangana, India IDFC FIRST Bank Full time

    Job OverviewWe are seeking a highly skilled Strategic Banking Relationship Manager to join our team at IDFC FIRST Bank.Job SummaryThe successful candidate will be responsible for deepening customer relationships, driving quality engagements, and increasing mobile banking adoption.Key Responsibilities:Deepen customer relationships to increase customer...