Job Title: Team Leader - Virtual Relationship Management (YF/YP/VRM)

Location: Mumbai

Role Summary

We are looking for an experienced Team Leader to manage and coach a team of Virtual Relationship Managers (VRMs). The role involves driving sales, customer engagement, portfolio growth, service excellence, and team productivity while ensuring compliance and operational excellence.

Key Responsibilities

Lead and manage a team of 12-15 Virtual Relationship Managers.
Drive sales and revenue growth across liabilities, assets, insurance, investments, and other banking products.
Monitor customer portfolio management and relationship-building activities.
Conduct regular performance reviews, coaching, and team development sessions.
Ensure high standards of customer service and customer retention.
Track team productivity, business performance, and MIS reporting.
Ensure adherence to regulatory, risk, and compliance requirements.




Handle escalations and support resolution of customer concerns.

Eligibility

Graduate in any discipline (MBA/PGDM preferred).
5-8 years of experience in Retail Banking or Relationship Management.
Minimum 2-3 years of experience leading sales or relationship management teams.
Robust knowledge of portfolio management, wealth products, insurance, and customer relationship management.
Excellent leadership, coaching, communication, and stakeholder management skills.

Preferred Skills

Team Leadership
Customer Centricity
Sales & Business Development
Relationship Management
Risk & Compliance Awareness
Problem Solving & Decision Making

Experience: 5-8 Years

Team Handling: 12-15 Team Members

📌 Team Leader (Navi Mumbai)
🏢 Yes Bank
📍 Navi Mumbai