Cluster Lead-First Select
IDFC FIRST Bank — Thane, THANE
Apply Now
Job Description
Job Requirements About the Role
: Cluster Lead-First Select **
The Cluster Lead-First Select is responsible for managing a team of Elite Bankers (Select) to deliver business and Smart Banker channel’s objectives across Retail Liabilities. This role involves driving recruitment, sales planning, performance monitoring, and mentoring to ensure effective tele-calling and customer engagement. The Cluster Lead plays a key role in enhancing customer experience, deepening relationships with HNI clients, and ensuring compliance with regulatory norms. The role also requires collaboration across functions to deliver comprehensive banking solutions and drive digital adoption.
Key Responsibilities
Primary Responsibilities
- Lead quality recruitment, sales planning, and business delivery tracking for the VRM (Virtual Relationship Manager) team.
- Monitor and review VRM performance, mentor team members, and ensure adherence to tele-calling guidelines and regulatory norms.
- Ensure achievement of goal sheet objectives and revenue targets by the VRM team.
- Enhance engagement with HNI customers through client meetings and joint calls with Relationship Managers and support functions.
- Drive onboarding to the Privilege Program, cross-sell initiatives, and improve product-per-client ratios.
- Ensure completion of assigned tasks, triggers, campaigns, and client outreach programs by the VRMs.
Secondary Responsibilities
- Ensure VRMs deliver best-in-class customer service and follow all audit and compliance processes.
- Develop data-driven sales plans to improve portfolio quality and account usage.
- Ensure accurate recording of sales activities and adherence to service processes across the zone.
Managerial & Leadership Responsibilities
- Champion IDFC FIRST Bank’s customer-first culture by promoting high service standards.
- Attract and retain top talent for the VRM team and manage attrition effectively.
- Monitor employee productivity, hiring quality, and attrition metrics, and implement improvements.
- Promote the use of data analytics to enhance marketing propositions for liability customers.
What We Are Looking For
Education
- Graduation: Any discipline (Full-Time)
- Postgraduation: MBA / PGDM / Any discipline (Preferred)
Experience
- Minimum 8 years of relevant experience in retail banking, sales leadership, or customer relationship management.
Skills and Attributes
- Strong leadership and team management capabilities.
- Excellent communication and mentoring skills.
- Deep understanding of retail liabilities and cross-sell strategies.
- Ability to drive customer engagement and digital adoption.
- Analytical mindset with a focus on performance metrics and compliance.
Frequently Asked Questions
What are the eligibility criteria for the Cluster Lead-First Select job at IDFC FIRST Bank?
Eligibility typically includes the qualifications and experience outlined in the job description above, with around 0-2 Years years of relevant experience expected for this role.
What are the primary responsibilities of a Cluster Lead-First Select at IDFC FIRST Bank?
The key responsibilities for this role are detailed in the Key Responsibilities section above, covering the core duties expected of a Cluster Lead-First Select at IDFC FIRST Bank.
Is prior experience required for this position?
This role requires around 0-2 Years years of relevant experience, as specified in the job listing. Please refer to the Qualifications & Experience section above for full details.
What skills are important for this role?
Skills relevant to this position are outlined in the Qualifications & Experience section above. In general, strong communication, domain knowledge, and the ability to meet role-specific targets are valued across similar BFSI positions.
How do I apply for the Cluster Lead-First Select role at IDFC FIRST Bank?
You can apply directly using the Apply Now button on this page, which will take you to IDFC FIRST Bank's application process for this role.
Chat us
Call us