Team Leader – Financial Advisory

Team Leader – Financial Advisory

3 Nos.
94400
Full Time
3.0 Year(s) To 5.0 Year(s)
3.00 LPA TO 10.00 LPA
Accounts / Finance / Tax / CS / Audit
Account/Finance/Tax consulting
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

Company Profile

To provide our investors with sound investment advice, drawing on the strength of our experience and knowledge.

To help companies fuel their expansion and become asset lite through Leasing.

To put our clients and investors at the heart of our business, developing and maintaining long-standing relationships based on trust.

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