Cluster Relationship Leader - BFSI (7-15 yrs)
CRL role will be responsible for managing a team of 5 to 10 Financial Advisors and Financial Partners who manage portfolios of high net-worth individuals of a Bank.
- Will be responsible for ensuring that the team Goalsheet targets are met across all bank products. including New to Bank customer acquisitions, Liabilities, Investments, Insurance, Trade Forex and Assets.
- Will be required to go on join calls and build relationships and personally interact with the top clients in the portfolio to deepen and enhance relationships.
- Should be able to rigorously monitor cross sell on the portfolio as well as sales process compliance across RMs.
- Will be responsible for recruiting RMs, mentoring and training them. Should build capability across RMs for them to be able to independently manage and grow business.
- Regular review of RMs to ensure that they comply with processes and meet operational guidelines. Will be responsible to drive high contactability and service levels on the RM portfolio.
- Will need to drive all initiatives run by the central team and ensure RMs work on the base to enhance customer engagement and penetration.
- Should be able to collaborate and work with various teams in the organization to ensure optimal support and service for RM managed customers.
Past Experience:
- 5 to 10 years of work experience in Banking organizations in Senior Relationship Management or Wealth Management roles.
- Should be well versed with all banking products and operations. Should be a specialist in wealth management and be able to independently source investments and insurance business from high networth customers.
- Should be self motivated and a team player.
- Should have strong communication and relationship building skills.
- Previous experience of handling a team of Relationship Manager will be an added advantage.
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