
Cluster Head, cluster leader
4 hours ago
Role & responsibilities Cluster Leader
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
Preferred candidate profile: Having Team leading experience
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