Team Lead - Relationship Manager - Bank

Description:

Role Overview

Youll lead a small, high-impact team of 46 Relationship Managers. The role sits at the intersection of people leadership and high-quality wealth advisory. Your core mandate is simple: drive consistent revenue, maintain advisory standards, and build a disciplined, motivated RM team that clients trust.

Key Responsibilities:

1. Team Leadership & Development

- Lead daily/weekly huddles to track activity, priorities, and momentum

- Conduct regular funnel and pipeline reviews with RMs

- Coach and mentor RMs on client conversations, portfolio thinking, and closures

- Own performance management and capability building of the team

2. Revenue & Business Oversight

- Drive team-level target achievement across investment products

- Participate in key client meetings alongside RMs

- Support RMs in acquisition, deepening, and retention of HNI/UHNI clients

- Track productivity metrics and ensure predictable revenue flow

3. Advisory Quality & Compliance

- Review and validate investment proposals before client presentation

- Ensure suitability, product alignment, and long-term client interest

- Maintain strong CRM hygiene and reporting discipline

- Ensure adherence to regulatory and internal compliance standards

Ideal Candidate Profile:

- 6-10 years of experience in wealth management / private banking

- Minimum 2 years managing a team of RMs

- Strong hands-on advisory background (MFs, PMS, AIFs, structured products)

- Proven people management and mentoring capability

- Comfortable balancing client-facing responsibilities with team leadership

- High ownership mindset with strong execution discipline