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Lead-Privilege Program-Proposition at IDFC FIRST Bank — Mumbai

Experience12–13 yrs
SalaryNot disclosed
Work modeonsite
Levelexecutive
Posted10 Sept 2026

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About IDFC FIRST Bank

IDFC FIRST Bank is hiring in Mumbai in financial services. This role looks for around 12+ years of experience.

Skills

customer engagement
customer data analysis
premium servicing
relationship banking
customer experience

The role

A wealth manager at a retail banking company designs affluent-customer engagement plans, analyzes customer data, and drives premium servicing and customer experience. The role also coordinates relationship banking initiatives and program branding across internal teams.

Full job description

Job Requirements

About the Role

Lead – Privilege Program (Proposition) will be responsible for driving engagement, activation, and premium servicing for affluent customers within the Retail Liabilities function of Retail Banking. Based in Mumbai, the role focuses on improving key Relationship Banking KPIs by designing and operationalizing customer engagement plans, ensuring seamless experiences across touchpoints, and collaborating with internal teams to deliver premium servicing and program branding. The incumbent will play a pivotal role in enhancing customer satisfaction and loyalty through data-driven initiatives and strategic coordination.

Key Responsibilities

Primary Responsibilities

Drive improvement in Relationship Banking KPIs including customer acquisition, activation, engagement, cross-sell, and group formation.Design and operationalize engagement plans tailored for affluent customers.Analyze customer data and performance metrics to identify opportunities for improvement and implement targeted initiatives.Ensure a seamless customer experience across all touchpoints by coordinating with relevant internal stakeholders.

Secondary Responsibilities

Drive premium servicing and ensure quick resolution for all program customers (both Indian and Non-Indian).Collaborate with the Optimus team to create a premium in-app experience.Work with HPE, Operations, and IT teams to ensure consistent program branding across all communications and platforms.Set up on-ground processes for customer onboarding and benefit delivery.Coordinate with channel teams to streamline RM-led processes and enhance customer engagement.

What We Are Looking For

Education

Graduate in any discipline (Full time)Postgraduate degree in Business Administration, Marketing, or related field (preferred)

Experience

12+ years of Proven experience in customer engagement, product proposition, or relationship banking.Experience in managing affluent customer segments and premium programs is desirable.

Skills and Attributes

Strong customer-centric mindset with a focus on delivering exceptional service.Ability to analyze data and translate insights into actionable strategies.Excellent coordination and stakeholder management skills.Strategic thinking with the ability to drive cross-functional initiatives.Fluent in English with problem-solving abilities.Ability to manage multiple priorities and deliver results in a dynamic environment.