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Job Title:

Regional Lead - NRI

Company: IDFC FIRST Bank

Location: Thane, Maharashtra

Created: 2025-09-03

Job Type: Full Time

Job Description:

Job Purpose: Regional Lead - Elite Banker Channel will be driving Elite Banker in the region to meet their objectives. He/she will be responsible for leading the RM agenda in the region and ensure following Engagement across products - Liabilities, On-boarding parameters, Retail Assets, Credit Cards, Wealth Business, CA Business & driving thrust on Cross-Sell. The team to ensure deepening of existing HNI relationships and acquiring NTB HNIs. The incumbent must possess strong knowledge of banking and investment products and solutions. Roles & Responsibilities: Responsible for quality recruitment, training, developing the knowledge and capability of Elite Banker in the Zone and provide guidance, anytime feedback and mentorship to individuals for enablement of achievement of the defined goals. Ensuring the Elite Banker Team maintains productivity, achieve goal sheet objectives and revenue targets. Also, incumbent is Responsible for monitoring quality of engagement, sales and processes for the Elite Banker in the region. Ideation, Preparation, and adoption of robust quality management framework as per the industry best practices. Ensuring engagement across Liabilities, Retail Assets, ON-Boarding parameters, Wealth business, CA Business and Credit Cards Business in the region. Responsible to initiate thrust on Cross Sell. Ensuring Elite Banker are earning incentives across assigned geographies. Driving execution of the triggers, campaign and programs designed and released by the Channel Management & Product Teams. Managing cost to income ratio within stipulated guidelines and increase profitability. Incumbent is responsible to ensure that Elite Banker provide best customer service to their portfolio customers and ensure all processes are followed as laid down within the

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