Team Lead-Emerging Corporate Group

Skillventory; Pune District; Presencial; INR 900 000 - 1 300 000; Tempo integral

Resumo da oferta

Skillventory is seeking a Team Lead - ECG to supervise a portfolio of 15 accounts and a team of relationship managers. You will drive business targets, guide coaching, and ensure rigorous KYC/AML compliance to protect client and company interests.

The role emphasizes strategic oversight, client engagement, and cross-functional collaboration to improve yield and profitability across the portfolio.

Qualificações

• Experience leading relationship managers in a sales environment.
• Proven ability to meet volumes and profitability targets.
• Knowledge of KYC/AML compliance and credit processes.

Responsabilidades

• Lead a team of relationship managers to achieve business targets.
• Oversee portfolio reviews and optimize yield through cross-selling.
• Manage credit limits and ensure KYC/AML compliance.
• Coach RMs on sales pitches and product penetration.
• Engage with clients and senior management to strengthen relationships.
• Conduct monthly performance reviews and provide feedback.
• Recruitment interviews and on-the-job training.

Conhecimentos

Portfolio management

Team leadership

Performance review

Mentorship

Training & development

KYC/AML compliance

Client relationship management

CRM usage

Descrição da oferta de emprego

Team Lead - ECG

Reporting To - Regional Head

Job Function and Role Type - Sales, Supervisory

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 organisations 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 organisational goals; Relationship Building With Both Internal And External Customers; Resolve customer pain points through process improvements; Build strong relationships with promoters and senior management of clients.