Assistant Vice President, Team Lead, Treasures Relationship Manager, Consumer Banking Group
Core
Lead a team of relationship managers and branch staff to drive sales targets, deepen wallet share, and deliver exceptional customer service for the Treasures and emerging affluent segments in retail banking.
Role type
Senior IC team lead / relationship manager
Builds
Retail banking portfolio (deposits, investments, insurance, mortgages, credit cards, personal loans) and customer relationships
Domain
Consumer Banking / Retail Banking / Wealth Management
Required skills
sales target achievement, team leadership and coaching, customer relationship management, financial planning and wealth management, regulatory compliance (KYC, AML), competitor analysis, in-branch business development
Preferred skills
AMFI and/or IRDA certification, MBA, experience in bancassurance
Technologies
banking technology platforms, operational procedures
Responsibilities
Achieve monthly and annual sales targets for the city and branch; build and develop a high-performing team through coaching and performance management; drive radical improvement in customer service and reduce complaints; manage staff attendance, discipline, and training needs; establish relationships with key clients and business influencers; ensure compliance with risk, health & safety, and anti-money laundering measures; facilitate distribution of third-party investment products
Seniority
Senior, hands-on IC