Relationship Team Leader

Overview

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 ongoing account management.

Problem Resolution & Client Satisfaction

• Act as an escalation point for complex client issues, ensuring timely and effective resolution.
• Maintain high standards of client satisfaction and long-term relationship retention.

Qualifications

• Proven experience as a Relationship Manager or similar role within financial services, FinTech, or a related industry.
• Previous experience leading or mentoring a team is strongly preferred.
• Strong understanding of financial products and services, with the ability to quickly adapt to new solutions.
• Demonstrated ability to meet or exceed sales and revenue targets, both individually and at a team level.
• Excellent leadership, communication, and interpersonal skills.
• Strong organizational and analytical skills, with the ability to manage multiple priorities.
• A proactive, results-driven mindset with a focus on continuous improvement.