Job Purpose 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; Resolve customer pain points through process improvements; Build solid relationships with promoters and senior management of clients.
Relationship building with both internal and Coordination & Communication with Collaborate with internal departments for cross-selling opportunities; Engage with RBI and regulators for compliance and insights.
Education Graduation required; MBA or CA preferred.
Certifications MBA, CA.
Key Competencies Sales and influencing, team management, client handling, analytical skills, communication.
Major Stakeholders Customers, Operations, Credit, ECG Product Team, RBI.
📌 Team Leader-Emerging Corporates Group (Pune)
🏢 HDFC Bank
📍 Pune
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.