Team Lead-NRI Dealer

AnandRathi; Mumbai; Vor Ort; INR 1.800.000 - 2.800.000; Vollzeit

Zusammenfassung

Anand Rathi is seeking a Team Lead for the NRI Desk in Mumbai to lead and mentor a team of NRI Dealers/Relationship Managers, driving revenue and client engagement across equity and derivative products.

The role requires strong knowledge of capital markets, leadership, and strategic business development to expand the NRI client base and deliver investment ideas to clients.

Qualifikationen

• 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.

Aufgaben

• 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.

Jobbeschreibung

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:

• Strong 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:

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

Anand Rathi | Shares & Stock Brokers