Treasures Team Lead - Bank - West

Location : Mumbai

Grade : VP

Reporting to Regional Head West

Having an experience of handling a team of Wealth RMs

Its a Non Playing Captain Profile

Need someone who can bring 3-4 RMs with them

Business Function:

As the leading bank in Asia, Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, Company has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business - they were made just right for you.

Job Purpose:

To drive and deliver exceptional business performance to grow the CBG portfolio through the provision of efficient business management, powerful leadership, team development and achievement of operational rigour excellence with multiple customer categories.

Key Responsibilities:

- Accountable for achieving monthly & annual sales targets for the city, as agreed.

- Ensure proper implementation & execution of relationship management & investment advisory strategies.

- Ensure proper sales spread between products.

- Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share.

- Monitoring of progress towards achieving targets is done on a weekly basis.

- Build and develop a high performing team through embedding performance development and coaching.

- Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy.

Job Duties & Responsibilities:

- Working with the Branch Heads to achieve sales & service through in-branch business development activities.

- Manage staff attendance levels, work ethics & discipline.

- Determine and manage Training Needs Analysis and Succession plans for Team Leaders in the branch.

- Ensure that branch staff own and manage customer queries and complaints.

- Establish relationships with key clients or business influencers in the local area.

- Ensure compliance with operations risk and rigour requirements e.g. Health & Safety standards, security of premises,

KYC and anti-money laundering measures.

- Establish Bank as a wealth management provider in India.