Talentmate
India
30th July 2025
2507-5324-11
Work Level: Junior Leadership
Core: Self Motivated, Problem Solving
Leadership: Team Alignment
Industry Type: Banking
Function: Team Leader
Key Skills: Wealth,Mutual Fund,Team Leader,Team Handling,Team Management,Team Collaboration,Portfolio Handling
Education: Graduate
Note: This is a requirement for one of the Workassist Hiring Partner.
Primary Responsibility:
The purpose of this role is to guide and motivate the team of Relationship Managers for delivering target revenue and balance sheet growth from portfolio under management of banking clients. The targets should be delivered using relationship management and tactical strategies to acquire new clients, deepen, cross sell, engagement of clients.
1 Managing the CASA book – both ERV & the overall Wealth business.
2 Leading, guiding and mentoring a team of Relationship Managers.
3 Managing the overall Trade & FX business as well as the Asset business of the team.
4 Ensuring 360 degree client engagement - “total client ownership”.
5 Working closely with other Business units to leverage cross – sell opportunities.
6 Ensuring adherence to Compliance processes & guidelines.
7 Coordination with other departments to ensure an enabling work environment and infrastructure for the team.
8 Strategic planning and implementation to achieve business goals.
9 Ensuring team focus and consistent delivery across all products- Balance sheet, FX, Investment, asset products.
10 Hiring & retaining of competent team members.
11 Portfolio Analysis and alignment with client needs.
Company Description
Workassist is an online recruitment and employment solution platform based in Lucknow, India. We provide relevant profiles to employers and connect job seekers with the best opportunities across various industries. With a network of over 10,000+ recruiters, we help employers recruit talented individuals from sectors such as Banking & Finance, Consulting, Sales & Marketing, HR, IT, Operations, and Legal.
We have adapted to the new normal and strive to provide a seamless job search experience for job seekers worldwide. Our goal is to enhance the job seeking experience by leveraging technology and matching job seekers with the right employers.
For a seamless job search experience, visit our website: https://bit.ly/3QBfBU2
(Note: There are many more opportunities apart from this on the portal. Depending on the skills, you can apply for them as well).
So, if you are ready for a new challenge, a great work environment, and an opportunity to take your career to the next level, dont hesitate to apply today. We are waiting for you!
Role Level: | Associate | Work Type: | Full-Time |
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Country: | India | City: | Bengaluru ,Karnataka |
Company Website: | https://www.workassist.in/ | Job Function: | Sales |
Company Industry/ Sector: |
Information Services and Technology Information and Media |
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