Job Description
Accountable for achieving monthly & annual sales targets for the city, as agreed. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share.
• Monitoring of progress towards achieving targets is done on a weekly basis. Agree targets and take accountability for the overall achievement of CBG product portfolio performance objectives for the branch in terms of
• Customer Experience, Sales Growth & Income Contribution.
• Costs performance, Employee Satisfaction, Risk and rigour management.
• Provide clear direction on business objectives, translating and prioritizing into business performance measures. Ensure balance between NTB customer acquisition & penetration of existing customers. Define objectives for the emerging affluent (Non Treasures) as well as the Treasures segment. Develop & implement strategy to deepen wallet share of existing customers.
• Build and develop a high performing team through embedding performance development and coaching. Create an empowering environment for the team, encouraging individual ownership and initiative. Ensure coaching and feedback in order to achieve their maximum potential. Make reward decisions within set guidelines
• Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy.
• Define progressively higher service standards for each branch aligning to standards. Ensure reduction of complaints & error rates.
• Monitoring of progress towards achieving targets is done on a weekly basis. Agree targets and take accountability for the overall achievement of CBG product portfolio performance objectives for the branch in terms of
• Customer Experience, Sales Growth & Income Contribution.
• Costs performance, Employee Satisfaction, Risk and rigour management.
• Provide clear direction on business objectives, translating and prioritizing into business performance measures. Ensure balance between NTB customer acquisition & penetration of existing customers. Define objectives for the emerging affluent (Non Treasures) as well as the Treasures segment. Develop & implement strategy to deepen wallet share of existing customers.
• Build and develop a high performing team through embedding performance development and coaching. Create an empowering environment for the team, encouraging individual ownership and initiative. Ensure coaching and feedback in order to achieve their maximum potential. Make reward decisions within set guidelines
• Drive and deliver a radical improvement in customer service in the local market through dynamic service leadership and the implementation of customer service strategy.
• Define progressively higher service standards for each branch aligning to standards. Ensure reduction of complaints & error rates.
💡 Quick Summary
Seeking a career-building opportunity? The Team Lead Private Client Group position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.