Relationship Team Leader
Skills
About This Role
Key Responsibilities
Team Leadership & Performance Management: Lead, coach, and develop a team of Relationship Managers to achieve and exceed sales and revenue targets.
Set clear objectives, KPIs, and performance expectations, ensuring alignment with overall business goals.
Monitor team performance, providing regular feedback, guidance, and support to drive continuous improvement.
Conduct regular 1:1s, pipeline reviews, and performance evaluations.
Client Relationship Management: Maintain a strong understanding of Lendo s products and services, acting as a point of escalation for complex client needs.
Support the team in building and maintaining strong relationships with prospective and existing clients.
Engage directly with key clients where required to strengthen relationships and drive business growth.
Business Development & Revenue Growth: Drive the team s business development efforts, ensuring a strong and consistent pipeline of new opportunities.
Identify market opportunities and guide the team in targeting high-potential clients.
Support upselling and cross-selling strategies to maximize client value and revenue generation.
Sales Strategy & Execution: Ensure effective pipeline management across the team, tracking progress against targets.
Analyse performance data and provide actionable insights to improve conversion rates and overall efficiency.
Work closely with senior leadership to refine sales strategies and optimize processes.
Client Needs Assessment & Solutioning: Guide the team in understanding client needs and delivering tailored financial solutions.
Ensure a high-quality client journey from onboarding through to o
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