Job Requirements
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 productivity, and achieving revenue targets. The role involves enhancing customer engagement, especially with High Net Worth Individual (HNI) clients, across various banking sectors. It also entails driving cross-selling initiatives, ensuring compliance, and delivering exceptional customer service while focusing on data-driven sales strategies for portfolio improvement. Upholding effective request handling, adherence to processes, fostering a customer-centric culture, attracting top talent, and monitoring employee productivity and attrition rates are integral aspects of this position.
Roles & Responsibilities:
Responsible for quality recruitment, training,



developing the knowledge and capability of RMs in the branch and also provide guidance, anytime feedback and mentorship to individuals for enablement of achievement of the defined goals
Ensuring the RM Team maintains productivity, achieve goal sheet objectives and revenue targets. Also incumbent is responsible for monitoring quality of engagement, sales and processes for the RMs in the branch. Enhancing engagement with HNI customers through joint calls with RMs
Ensuring engagement across liabilities, retail assets, business banking, trade forex, wealth business and credit cards business in the region. Responsible to initiate thrust on cross sell and to enhance product holding ratios in the mapped clients for the branch.
Ensuring that relationship managers are earning incentivesin the branch assigned
Driving execution of the triggers, campaign and programs designed and released by the channel management & product teams
Incumbent is responsible to ensure that the relati

📌 Cluster Lead-First Wealth (Thane)
🏢 IDFC FIRST Bank
📍 Thane