Cluster Lead-First Wealth IDFC FIRST Bank

5.0 - 10.0 years

0 Lacs

thane, maharashtra

On-site

Role Overview: As a Cluster Lead-First Wealth in the Private Banking department, your primary responsibility will be to oversee Relationship Managers (RMs) in the branch. You will be in charge of recruiting, training, and continuously developing RMs to meet specific goals. Your role involves guiding and mentoring RMs to achieve their goals, maintaining team productivity, and reaching revenue targets. Additionally, you will focus on enhancing customer engagement, particularly with High Net Worth Individual (HNI) clients in various banking sectors. Your duties will also include driving cross-selling initiatives, ensuring compliance, and providing exceptional customer service while implementing...

Posted 1 week ago

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Cluster Lead-First Wealth IDFC FIRST Bank

5.0 - 10.0 years

0 Lacs

thane, maharashtra

On-site

As a Cluster Lead-First Wealth in the Private Banking department, your role is to oversee Relationship Managers (RMs) in the branch. Your responsibilities include recruitment, training, and continuous development of RMs to meet set goals. You will guide and mentor RMs for goal achievement, maintain team productivity, and achieve revenue targets. Your focus will be on enhancing customer engagement, especially with High Net Worth Individual (HNI) clients, across various banking sectors. Additionally, driving cross-selling initiatives, ensuring compliance, and delivering exceptional customer service while implementing data-driven sales strategies for portfolio improvement are key aspects of you...

Posted 2 months ago

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