Team Lead - Relationship Management - Bank

Relationship Manager Team Lead - Private bank

Job Description:

- To effectively manage a team of 5-7 RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics

- Guide and mentor to the relationship managers to deliver superior customer experience

- Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined

- To carry out regular supervisory review cadence as defined

Doing joint calls with mapped relationship managers to augment business conversions

- Customer complaints and service issues management to ensure satisfactory closure within the defined TAT

- SMFocus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products

- Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book

- Provide clarity of business objectives to the mapped RMs

- Monitoring sales and service processes of the RMs

- Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy

- Manage and control attrition in the NTB and ETB mapped book of the RMs

- Increase the liability book size of NTB and ETB customers mapped to the reporting RMs

- Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process

- To enhance and retain customer profitability by capturing larger share of wallet

- Ensure all customers are accurately profiled

- Ensure right products and investment advisory services are provided to the customers by the mapped RMs

- Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests

- Recruitment and training of the relationship management team

- Ensure timely certifications for all mapped RMs

- Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals

- To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs

- To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts To effectively manage a team of 5-7 RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics

- Guide and mentor to the relationship managers to deliver superior customer experience

- Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined

- To carry out regular supervisory review cadence as defined

- Doing joint calls with mapped relationship managers to augment business conversions

- Customer complaints and service issues management to ensure satisfactory closure within the defined TAT

- SM Focus on portfolio quality by way of appropriate customer segment fitment, balance growth to maintain true customers and focus on cross-sell of non-financial and financial products

- Focus on driving RMs to broad-base customer relationship management by way of connect with 100% of the mapped book

- Provide clarity of business objectives to the mapped RMs

- Monitoring sales and service processes of the RMs

- Complete ownership of KRAs of Mapped RMs and Senior RMs across NR, Priority and Burgundy

- Manage and control attrition in the NTB and ETB mapped book of the RMs

- Increase the liability book size of NTB and ETB customers mapped to the reporting RMs

- Improve the product per customer/ family by guiding RMs on the operating rhythm and the sales process

- To enhance and retain customer profitability by capturing larger share of wallet

- Ensure all customers are accurately profiled

- Ensure right products and investment advisory services are provided to the customers by the mapped RMs

- Ensure RMs are trained and well equipped with data and products to handle customer requirements and service requests

- Recruitment and training of the relationship management team

- Ensure timely certifications for all mapped RMs

- Work closely with the Branch Heads, Cluster Heads and Circle Business Managers to design action plans and drive CO agendas, initiatives and organizational goals

- To aggressively and cohesively work with different products teams like TPP, Assets, CBG, RFR etc. and help generate business from the mapped book of the RMs

- To assist RMs to accelerate NTB acquisitions by help building referrals and pipeline for new accounts