Team leader- Relationship Manager
SLA Finserv · Jaipur · onsite · Posted 50d ago
About a minute. You'll make an account on the way through.
About this role
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 motivating 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
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