13 Nov
|
SLA Finserv
|
Jaipur
13 Nov
SLA Finserv
Jaipur
Role Overview The Team Leader – Relationship Manager is responsible for leading a team of relationship managers, driving performance, ensuring client satisfaction, and maintaining compliance with financial regulations. This role requires strong leadership, decision-making ability, and a deep understanding of the mutual fund distribution business.
Key Responsibilities
1. Leadership ● Provide strong leadership by inspiring and engaging the team to achieve business targets. ● Set clear goals, KPIs, and expectations for team members. 2. Team Management ● Oversee daily team operations and workflow management. ● Monitor team performance and provide regular feedback, coaching, and guidance. ● Foster a positive, collaborative, and high-performance team culture. 3. Communication ● Ensure effective communication within the team and across departments. ● Keep team members updated on company policies, business goals, and organizational changes. 4. Problem Solving ● Address and resolve conflicts within the team in a timely manner. ● Identify operational or performance-related challenges and implement solutions. 5. Decision Making ● Make informed decisions aligned with organizational objectives. ● Delegate responsibilities effectively to optimize team productivity. 6. Training & Development ● Identify skill gaps and training needs within the team. ● Facilitate professional development and encourage continuous learning. 7.
Performance Evaluation ● Conduct regular performance reviews and assessments. ● Recognize, reward, and retain high-performing employees. ● Provide actionable improvement plans where required. 8. Collaboration ● Work closely with other team leaders and departments to achieve company goals. ● Build and maintain strong cross-functional relationships. 9. Regulatory Compliance ● Ensure adherence to industry regulations and compliance standards, especially those governed by Association of Mutual Funds in India. ● Stay updated with changes in financial laws, guidelines, and compliance requirements. Experience Requirements ● Minimum: 4–5 years in financial services / wealth management / mutual funds ● Preferred: 6–8 years of total relevant experience ● Team Handling: At least 1–2 years in a leadership or supervisory role Preferred Qualifications & Skills ● Bachelor’s degree in Finance, Business Administration, or related field ● Strong understanding of mutual fund products and investment solutions (preferred) ● Excellent leadership, communication, and interpersonal skills ● Analytical thinking with strong problem-solving abilities ● Knowledge of regulatory and compliance frameworks Key Competencies ● Leadership & Team Building ● Client Relationship Management ● Performance Management ● Strategic Thinking ● Decision-Making Ability
📌 Team leader- Relationship Manager (Jaipur)
🏢 SLA Finserv
📍 Jaipur