Cluster Lead - NRI

IDFC FIRST Bank; Thane; On-site; INR 6,75,000 - 9,00,000; Full time

Job summary

A leading financial institution is seeking a Cluster Lead-NRI to manage an Elite Banker Team. The ideal candidate will have 8-10 years of experience, focusing on customer acquisition, relationship management, and compliance. Responsibilities include driving the team's performance across multiple time zones and ensuring high-quality service to HNI customers. This role requires a strong educational background with a Bachelor’s degree and an MBA.

Qualifications

• Graduation in relevant field.
• 8-10 years of experience in a similar role.
• Strong leadership and communication skills.

Responsibilities

• Lead and manage the Elite Banker Team to meet objectives.
• Enhance engagement with HNI customers.
• Ensure compliance with bank policies.

Skills

Team Leadership

Customer Acquisition

Relationship Management

Performance Monitoring

Risk Management

Education

Bachelor of Science (B.Sc.) or equivalent

MBA/PGDM

Job description

Job Requirements

Role/ Job Title: Cluster Lead-NRI

Function/ Department: Elite Banker

Job Purpose

• Team Leadership and Management
• Customer Acquisition
• Relationship Management
• Performance Monitoring and Reporting
• Compliance and Risk Management
• Take ownership of driving RMs across Shifts which correspond to global time zones as per business requirement - US/Canada. EURO/UK, ASIA PACIFIC, Middle East etc.
• 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. Collaborate with Branch Banking for any Customer Servicing or Service fulfillment.

Roles & Responsibilities

• 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 Non face to face 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. Collaborate with Branch Banking for any Customer Servicing or Service fulfillment.
• Responsible to drive Balance buildup, Inward remittances, Product cross sell, Customer activation on Digital channels to enhance health of managed books / RM portfolios.
• Ensuring Digital adoption and completion of the assigned Tasks, triggers, campaigns, and client outreach programs launched by Central office / NRI product teams , 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.
• Take ownership of driving RMs across Shifts which correspond to global time zones as per business requirement - US/Canada. EURO/UK, ASIA PACIFIC, Middle East etc.

Secondary Responsibilities

• 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 Non face to face 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. Collaborate with Branch Banking for any Customer Servicing or Service fulfillment.
• Responsible to drive Balance buildup, Inward remittances, Product cross sell, Customer activation on Digital channels to enhance health of managed books / RM portfolios.
• Ensuring Digital adoption and completion of the assigned Tasks, triggers, campaigns, and client outreach programs launched by Central office / NRI product teams, 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 training 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.
• Take ownership of driving RMs across Shifts which correspond to global time zones as per business requirement - US/Canada. EURO/UK, ASIA PACIFIC, Middle East etc.

Education Qualification

Graduation: Bachelor of Science (B.Sc.) / Bachelor of Technology (B.Tech) / Bachelor of Computer Applications (BCA)/Bachelor of Commerce(B.Com)/Bachelor of Business Administration(BBA)

Post-graduation: MBA/PGDM

Experience: 8-10 years of experience.