Branch Relationship Head - Team Leading

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

• Conduct

  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.

Portfolio Management

• 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.

Compliance & Sales Supervision

• 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.

Cross-functional Collaboration

• 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

  .

People Development

• 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

  .