Cluster Lead-First Select

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