Team Lead- NRI Desk

AnandRathi; Mumbai; On-site; INR 2,500,000 - 4,200,000; Full time

Job summary

AnandRathi is seeking a Team Lead for the NRI Desk in Mumbai. You will lead and mentor a team of NRI Dealers/Relationship Managers, driving trading, brokerage revenue, and cross-selling while actively engaging with clients and expanding the NRI book.

The role requires deep knowledge of capital markets, equity products, and derivative strategies, with a focus on client engagement and revenue targets. You will report to the Wealth Management leadership and participate in business development

Qualifications

• 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 preferred.

Responsibilities

• Lead and mentor a team of NRI Dealers/Relationship Managers to achieve targets.
• Drive performance in trading, brokerage revenue, and cross-selling of financial products.
• Monitor market trends 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 clients.
• Drive acquisition of new NRI clients through references, networking and existing relationships.
• Conduct regular client meetings, regional visits, seminars, and business development activities.
• Ensure cross-selling of Mutual Funds, PMS, Structured Products, and other group offerings.
• Review team MIS, business performance, productivity, and revenue regularly.
• Ensure activities comply with RMS, Compliance, and internal policies.
• Act as playing captain by managing key clients and contributing to business.

Skills

NRI client management

Leadership

Team management

Capital markets

Equity products

Derivatives strategies

Business development

Revenue management

Client relationship management

Education

Bachelor's degree in Finance/Commerce

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