Role Overview :
The Relationship Banking Team Lead is responsible for managing a team of Relationship Managers, driving business growth, enhancing client satisfaction, ensuring compliance, and collaborating with cross-functional teams. This role focuses on client acquisition, relationship deepening, performance tracking, and market intelligence to meet organizational objectives.
Key Responsibilities :
Team Leadership
- Lead, mentor, and coach the relationship banking team to achieve individual and collective goals
- Provide support in relationship management practices and ensure adherence to high service standards
Client Relationship Management
Build and sustain strong relationships with high-value clientsIdentify and understand client financial goals to offer customized banking solutionsEnhance revenue opportunities through product recommendations and wallet share increaseBusiness Development
Drive new customer acquisition and expand market presencePartner with product teams to introduce and promote innovative banking servicesRisk Management
Ensure compliance with internal policies and external regulatory normsIdentify and mitigate risks associated with customer transactions and relationship managementPerformance Monitoring
Track KPIs and financial metrics related to relationship banking functionsAddress performance gaps through timely interventions and supportMarket Intelligence
Stay informed on industry trends, market conditions, and competitor actionsUse insights to develop growth strategies and identify partnership opportunitiesCross-functional Collaboration
Work closely with product, credit, and operations teams to ensure seamless service deliveryCoordinate efforts across departments to enhance the overall customer experienceSkills Required
Team Leadership, Relationship Management, Business Development, Customer Acquisition, Banking Products