Team Lead - Financial Advisory

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:

1. 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.

2. 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

3. Collaborate with banks and financial institutions to facilitate the execution of business proposals.

4. Provide market intelligence and update on the debt market.

5. Negotiate terms and conditions for the assignment in hand

6. Lead and inspire a high-performing team of Credit analyst, Relationship Managers to excel in delivering exceptional client service and achieving targets.

7. Develop and implement strategic plans to enhance team performance, client engagement, and operational efficiency, ensuring alignment with organizational goals.

8. Cultivate and maintain strong relationships with key clients, addressing their financial needs and concerns with professionalism and urgency.

9. Set clear performance metrics and regularly assess team and individual progress. Provide actionable feedback and coaching to drive continuous improvement.

10. 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.

11. Act as a point of escalation for complex client issues, ensuring timely and effective resolution while maintaining high levels of client satisfaction.

12. Stay abreast of market trends, competitor activities, and regulatory changes to proactively inform and guide team strategies and client offerings.

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

CANDIDATE SPECIFICATION:

1. Educational Background: Master's degree in Finance, Business Administration, or a related field/ CA Qualified

2. 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