Supervise and guide the team to achieve overall targets while managing client relationships to ensure income generation.
Key Responsibilities
Portfolio Management
Manage a portfolio of 15 accounts and a team of relationship managers; Achieve business targets on volumes and profitability for self and team; Conduct portfolio reviews, manage exits, and improve yield through cross-selling; Monitor account performance and update CRM for task tracking.
Supervision of team, Performance Review & Mentorship
Guide RMs on product penetration strategies and sales pitches; Ensure management guidance is implemented across the team; Motivate the team to align with growth initiatives; Supervise RM performance and address variances with plans.
Performance Review of Team
Conduct monthly reviews of RM portfolios to ensure product penetration; Collaborate with cross-functional teams to meet targets.
Training & Development
Train and mentor RMs for continuous improvement; Provide on-the-job feedback and conduct recruitment interviews.
Operations & Processes
Approve or recommend credit limits for unit and personal accounts; Ensure KYC/AML compliance and manage documentation formalities; Oversee pre- and post-disbursement processes and administrative approvals.
Client Management & Servicing
Engage with existing and prospective clients in the portfolio; Accompany RMs on client calls to build relationships and resolve issues; Interact with senior management of client organizations to strengthen ties.
Review & Mentorship
Provide strategic guidance to RMs for effective sales outcomes; Ensure compliance with management directives for portfolio management; Foster team motivation and alignment with organizational goals; Relationship Building With Both Internal And External Customers; R
📌 Team Leader-Emerging Corporates Group (Pune)
🏢 HDFC Bank
📍 Pune
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