Team Lead, Treasures Private Client,Consumer Banking Group
Core
Lead a team of Relationship Managers to acquire and nurture High Net Worth Individual (HNI) clients with a Total Relationship Value (TRV) of INR 6cr and above, driving sales targets and revenue growth for the Treasures Private Client segment.
Role type
Senior Team Lead, Private Client Relationship Management
Builds
Wealth management products and services for HNI clients
Domain
Consumer Banking / Wealth Management
Required skills
Wealth management expertise, team leadership, sales target achievement, relationship management, investment advisory, compliance management, customer service strategy, competitor analysis, training and succession planning
Preferred skills
Financial acumen, knowledge of corporate and family office segments, ability to drive radical improvement in customer service
Technologies
N/A
Responsibilities
Achieve monthly and annual sales targets for the Treasures Private Client segment; build and develop a high-performing team through coaching and performance management; define and implement strategies to deepen wallet share and acquire new HNI clients; ensure compliance with regulatory requirements including KYC and anti-money laundering measures; drive improvements in customer service standards and reduce complaints; conduct competitor analysis and market research to align product offerings; manage training needs analysis and succession plans for Relationship Managers.
Seniority
Senior, hands-on IC with leadership responsibilities