Team Leader
1 month ago
Role Description:
A senior transaction role, which involves running a team of including three Transaction Leaders and Transaction Executives / Outreach staff.
The Team Leader will take ultimate responsibility for the performance (financial and non-financial) of their Team.
Key Responsibilities:
- Manage a transaction team of up to nine members of staff.
- Always maintain the highest standards of professional behaviour, and act as a role model to team members.
- Be responsible for the delivering of an annual fee target for the team (target to be reviewed annually and to be agreed with the Managing Director).
- Lead major deals, and double-head complex transactions to support your deal leaders, where appropriate.
- Manage and motivate the team members to ensure that performance and client service levels are maximised.
- Set and monitor appropriate targets and KPIs for all team members.
- Perform regular 1-2-1 meetings and quarterly review meetings with all team members.
- Take the lead on all client service / client complaint issues & terminations of the team’s portfolio and ensure that the matters are concluded on a timely basis.
- Prepare a monthly report (detailing progress against targets, KPIs, complaints, key files, terminations) for submission to the Managing Director.
- Support and assist senior members of staff to ensure new initiatives, and policies are implemented across your team.
- Ensure that appropriate training is provided to your team members to aid their development.
- Allocate (and reallocate where necessary) files across the team members.
- Attend and contribute at senior management meetings.
- Liaise with other departments to ensure the timely progression of client files.
- Monitor and assist (where necessary) with the progression of all files in the team through to completion.
- Monitor Interest received by your team and ensure that prospects are processed promptly and proactively.
- Attend to recruitment and other HR matters pertaining to the team.
Reporting To: Managing Director
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