Senior Team Lead

22 hours ago

Bengaluru, Karnataka, India beBeeRelationship Full time ₹ 5,00,000 - ₹ 8,00,000
Key Responsibilities:

This role will lead a team of Relationship Managers and ensure they meet the organizational goals for liability book growth, fee income, and portfolio quality metrics.

  • The successful candidate will guide and mentor Relationship Managers to deliver exceptional customer experience.
  • They will work closely with their team members to identify the right customers and implement the operating rhythm cadence as defined.
  • To carry out regular supervisory reviews and joint calls with Relationship Managers to augment business conversions.
  • Manage and resolve customer complaints and service issues within the defined timeframe.
  • This role requires a strong focus on portfolio quality through appropriate customer segment fitment and balance growth.
  • The successful candidate will drive RMs to maintain strong customer relationships through connection with 100% of the mapped book.
  • Provide clarity of business objectives to the team and monitor sales and service processes.
  • Complete ownership of Key Result Areas (KRAs) for 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 liability book size of NTB and ETB customers mapped to the reporting RMs.
  • Improve product per customer/family by guiding RMs on operating rhythm and sales process.
  • To enhance and retain customer profitability by capturing larger share of wallet.
  • Ensure accurate profiling of all customers.
  • Right products and investment advisory services must be provided to the customers by the mapped RMs.
  • The successful candidate will train and equip the team with data and products to handle customer requirements and service requests.
  • Recruitment and training of the relationship management team.
  • Timely certifications for all mapped RMs are essential.
  • This role requires close collaboration with Branch Heads, Cluster Heads, and Circle Business Managers to design action plans and drive CO agendas, initiatives, and organizational goals.
  • Achieve seamless coordination with different products teams like TPP, Assets, CBG, and RFR to generate business from the mapped book of the RMs.
  • Assist RMs to accelerate NTB acquisitions by building referrals and pipeline for new accounts.

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