Team Leader-Current Account

Job Summary:

The Team Leader – Current Account will be responsible for driving the acquisition of current accounts through effective team management, business development, and customer relationship strategies. The role requires leadership skills, a strong understanding of current account products, and a proven track record in achieving sales targets in the banking domain.

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Roles and Responsibilities:

1. Team Management:
   • Lead a team of Relationship Officers / Executives to achieve individual and team sales targets.
   • Monitor performance and provide coaching, mentoring, and training support.
   • Allocate leads and plan daily/weekly activities for the team.
2. Business Development:
   • Drive the acquisition of new current accounts from SMEs, traders, corporates, and professionals.
   • Identify and develop new business segments and opportunities.
   • Ensure quality sourcing of current account customers with desired profile.
3. Customer Relationship Management:
   • Build and maintain strong relationships with clients to increase wallet share and cross-sell banking products.
   • Resolve customer queries and complaints effectively and ensure high customer satisfaction.
4. Sales Target & Reporting:
   • Ensure the achievement of monthly, quarterly, and annual targets for current account acquisitions.
   • Analyze team performance metrics and report regularly to higher management.
   • Track conversions, pipeline, and ensure follow-ups for closures.
5. Compliance & Process Adherence:
   • Ensure strict adherence to bank policies, KYC norms, and regulatory guidelines.
   • Conduct periodic audits of team processes to ensure accuracy and compliance.

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Key Skills Required:

• Strong knowledge of current account products and services
• Proven sales and target achievement skills
• Excellent team leadership and people management abilities
• Strong communication and negotiation skills
• Good understanding of local market and business segments
• High level of customer orientation and relationship-building ability
• Knowledge of banking systems, compliance, and KYC regulations

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