JOB DESCRIPTION

Team Lead NRI Desk

Role & Responsibilities:
Lead, mentor, and manage a team of NRI Dealers/Relationship Managers to achieve business and revenue

targets.
Drive team performance in trading, delivery, brokerage revenue, and cross-selling of financial products.
Monitor market trends, technical and fundamental research, and ensure quality investment ideas are

communicated to NRI clients.
Support the team in advising clients on equity markets and derivative strategies.
Develop strategies to activate dormant clients and improve engagement with existing active clients.
Drive acquisition of new NRI clients through references, networking, and existing client relationships.
Conduct regular client meetings, regional visits, seminars, and business development activities.
Ensure cross-selling of products such as Mutual Funds, PMS, Structured Products, and other group offerings.
Review team MIS, business performance, productivity, and revenue on a regular basis.
Ensure all business activities are conducted within the approved RMS, Compliance, and internal policies.




Act as a playing captain by managing key clients and contributing directly to business while leading the team.

Preferred Candidate Profile:
Minimum 7–10 years of experience in Banking, Broking, Wealth Management, or Capital Markets.
Experience in managing NRI clients and their investment portfolios/AUM.
Prior experience in team handling or leadership will be preferred.

Functional / Technical Skills:
Robust knowledge of Capital Markets and Equity Products
Technical & Fundamental Market Understanding
Portfolio Management and Financial Planning
Knowledge of Derivative Strategies
Business Development and Revenue Management

Behavioral Skills:
Solid Leadership and Team Management
Lead from the Front – Playing Captain Approach
Excellent Client Relationship Management
Result-Oriented and Target Driven
Solid Communication and Interpersonal Skills
Focus on Customer Satisfaction and Team Development

Anand Rathi | Shares & Stock Brokers

📌 Team Lead Nri Dealer Mumbai
🏢 ANANDRATHI
📍 Mumbai