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Team Leader – Financial Advisory

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 explicit 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

📌 Team Leader- Debt Syndication (Mumbai)
🏢 RECEX
📍 Mumbai