Cluster Lead-First Wealth - VRM

Mintskill HR Solutions LLP; Thane; On-site; INR 800,000 - 1,200,000; Full time

Job summary

A leading HR solutions provider is seeking a leader for the Elite Banker team in Thane, Maharashtra. This role involves managing and enhancing mobile banking adoption, engaging clients across banking products, and ensuring team performance meets sales objectives. The ideal candidate will have strong banking knowledge with 5 to 10 years of experience as a VRM lead in a competitive bank. There is an emphasis on talent retention and ensuring quality service delivery to clients. Competitive compensation and career growth opportunities await the right candidate.

Qualifications

• Must have 5 to 10 years of relevant experience in the VRM channel.
• Must be currently working as a VRM lead in a competitive bank.
• No hiring from other financial sectors.

Responsibilities

• Lead the Elite Banker team to achieve defined objectives.
• Monitor performance and mentor individuals for effective tele-calling.
• Enhance engagement with HNI customers and ensure client outreach.
• Drive digital adoption and ensure adherence to processes.

Skills

Banking and investment product knowledge

Sales planning

Mentoring

Client engagement

Education

Any Graduate

Job description

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 the achievement of the defined goals. Also responsible for ensuring adherence to tele‑calling guidelines in line with regulatory industry norms.
• Ensuring the Elite Banker Team achieves goal sheet objectives and revenue targets to earn incentives. Also, responsible for monitoring the 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 for driving the Privilege program onboarding, cross‑selling in the Elite Banker Portfolio, and enhancing 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 for ensuring 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 are 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.

Requirements

Education Qualification:

Graduation: Any Graduate.

Experience: 5 to 10 years of relevant experience in the VRM channel, must be working in any competitive bank as a VRM lead only. No hiring from any other type of financial companies.