Branch Relationship Head - Team Leading
ConfidentialBengaluru / Bangalore30+ days ago
Job descriptionConduct joint client meetings with RMs to support business conversions and strengthen client relationships. Manage customer complaints and service issues to ensure satisfactory closure within defined TAT . Ensure RMs connect with 100% of the mapped client base to drive comprehensive relationship coverage. Focus on improving portfolio quality by ensuring correct customer segment fitment , balance growth , and cross-selling of both financial and non-financial products. Monitor attrition levels in both New-to-Bank (NTB) and Existing-to-Bank (ETB) portfolios and take preventive actions. Drive product per customer / family enhancement by coaching RMs on structured sales processes and customer profiling. Conduct regular supervisory reviews and ensure accurate customer profiling for better product alignment. Ensure mapped RMs adhere to sales and service process guidelines and are compliant with certification and training requirements . Provide investment advisory oversight , ensuring customers receive suitable and compliant recommendations. Collaborate with Branch Heads, Cluster Heads, Circle Business Managers, and Product Teams (e.g., TPP, Assets, CBG, RFR) to achieve shared business goals. Partner with various stakeholders to design action plans , drive central office initiatives , and meet organizational objectives . Lead recruitment and onboarding of new RMs. Ensure timely completion of mandatory certifications for all RMs. Coach and develop team to build pipeline through referrals and support NTB acquisitions .
Role & Responsibilities – Team Lead (Liabilities & Wealth Management)
Team & Business Management
- Effectively manage a team of Relationship Managers (RMs) to meet organizational goals related to liability book growth, fee income, and portfolio quality .
- Provide ongoing guidance, mentoring, and coaching to RMs to ensure delivery of a superior customer experience .
- Monitor and drive adherence to the operating rhythm cadence , ensuring regular customer interactions and relationship deepening.
Customer Engagement & Service
Portfolio Management
Compliance & Sales Supervision
Cross-functional Collaboration
People Development
Skills Required
Client Acquisition, Relationship Building, Wealth Advisory, Investment Planning, Sales Strategy, Customer Engagement
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Branch Head • Bengaluru / Bangalore
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