Team Leader – Financial Advisory

Job Description:

ROLE DESCIPTION:
Lead and inspire a team of Credit Analyst and Relationship Managers to fulfil the corporate and
business clients of the company with the debt advisory services of the company. The role involves P&L
Ownership, developing execution plans, enhancing client relationships, monitoring performance, and
fostering team development to ensure exceptional service delivery and operational efficiency.
ROLES AND RESPONSIBILITIES:
 Engage with corporate clients, including MSMEs and Mid Corporates, to provide expert advice
on a diverse range of banking and financial products and provide services available across
multiple Banks, NBFCs, and AIFs.
 Should have sound financial knowledge, thorough information about company’s various
offerings in order to identify the needs of customers(B2B) and advise them suitably
 Collaborate with banks and financial institutions to facilitate the execution of business
proposals.
 Provide market intelligence and update on the debt market.
 Negotiate terms and conditions for the assignment in hand
 Lead and inspire a high-performing team of Credit analyst, Relationship Managers to excel in
delivering exceptional client service and achieving targets.
 Develop and implement strategic plans to enhance team performance, client engagement,
and operational efficiency, ensuring alignment with organizational goals.
 Cultivate and maintain strong relationships with key clients, addressing their financial needs
and concerns with professionalism and urgency.
 Set clear performance metrics and regularly assess team and individual progress. Provide
actionable feedback and coaching to drive continuous improvement.
 Identify training needs and facilitate ongoing development programs to enhance the skills and
knowledge of team members, focusing on product expertise and customer service excellence.
 Act as a point of escalation for complex client issues, ensuring timely and effective resolution
while maintaining high levels of client satisfaction.
 Stay abreast of market trends, competitor activities, and regulatory changes to proactively
inform and guide team strategies and client offerings.

 Work closely with senior management and cross-functional teams to align business objectives
and enhance service delivery.

CANDIDATE SPECIFICATION:
 Educational Background: Master’s degree in Finance, Business Administration, or a related
field/ CA Qualified or Semi - qualified
 Experience: Minimum of 3-5 years of relevant experience of handling Business Banking /
MSME / working capital exposure / mid-market exposure in any of the Banks / NBFCs or similar
experience with any of the corporate financial advisory companies
 Location: Mumbai at Head office in Andheri
 Skills: Leadership qualities, Communication skills, Analytical mind-set, Organization skills,
Attention to details, Problem solving, decision making
JOB SPECIFICATION:
 Work Environment: Office
 Employment Type: Full Time
 Salary Range: Based on qualification and experience