Team Leader – Liabilities Branch Banking

About the role

Fulcrum Pvt Ltd is seeking a Team Leader for the Liabilities Branch Banking function to drive CASA and deposit growth. The role combines tactical market direction, functional leadership, and sales support for Relationship Managers and Relationship Executives across the region.

Key responsibilities

• Provide Go‑to‑Market strategies and tactical guidance to RMs and REs to meet regional CASA/deposit targets.
• Mentor the liabilities sales team to improve productivity and business performance.
• Monitor sales funnels, KPIs, and portfolio performance in coordination with Regional Heads and General Managers.
• Identify performance gaps and recommend corrective actions.
• Act as subject‑matter expert for liability products, delivering technical support and market insights.
• Coordinate onboarding and operational efficiency between Retail Banking Group and regional management.
• Lead induction and on‑the‑job training for newly hired RMs and REs.
• Ensure compliance with KYC, AML, and Fair Treatment of Customers policies.

Required profile

• Master’s or Bachelor’s degree from a recognized university.
• 5 to 7 years of relevant experience in the banking industry.
• Strong understanding of liability products, retail deposits, local market dynamics, and banking regulations.

Required skills

• KYC compliance
• AML compliance
• Regulatory compliance knowledge