Team Leader – Financial Advisory

7 days ago


Mumbai, Maharashtra, India Corenza Full time

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 clear 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.

CANDIDATE SPECIFICATION:

 Educational Background: CA Qualified with min 3 years experience in a team leader role.

 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.

About the company:

A strategic partner for unlocking your business's full potential with a team of seasoned ex-bankers, industry leaders, and financial experts that are passionate about driving sustainable growth for businesses like yours.



  • Mumbai, Maharashtra, India Corenza Full time

    ROLE DESCRIPTION Lead and inspire a team of credit analysts and relationship managers to deliver debt advisory services to corporate and business clients. This role involves profit and loss ownership, developing execution plans, enhancing client relationships, monitoring performance, and fostering team development to ensure exceptional service delivery and...


  • Mumbai, Maharashtra, India Michael Page Full time

    Leading a High-Performing Team in Financial ServicesOur organization seeks a seasoned professional to assume the role of VP: Group Advisory - Private Client Group. As a leader in this position, you will be responsible for managing a team of experts who provide top-notch advisory services to our esteemed clients.The ideal candidate will possess a solid...


  • Mumbai, Maharashtra, India HSBC Full time

    Job DescriptionThe Vice President Regulatory Compliance Advisory - CMB & GBM, for HBAP INM is accountable for ensuring HSBC's operations in HBAP INM CMB and GBM effectively identify, manage, and mitigate Regulatory Compliance and Financial Crime risks.Key responsibilities include:SUPPORTING the Head of Compliance Advisory - CMB and GBM in maintaining an...


  • Mumbai, Maharashtra, India Acme Services Full time

    We are looking for a highly skilled Risk Advisory Leader to join our team at Acme Services.The successful candidate will have a proven track record of leading internal audit teams and developing effective risk-based audit plans.Responsibilities:Manage resources and audit assignmentsCompile and implement the annual Internal Audit planConduct ad hoc...


  • Mumbai, Maharashtra, India Haachi Full time

    Company Overview:Haiachi is a leading domestic investment bank seeking an experienced VP/SVP to lead its M&A advisory team. As a key member of our team, you will be responsible for driving revenue growth and expanding market share through strategic transaction origination and execution.Job Description:The ideal candidate will have 8-12+ years of experience...


  • Mumbai, Maharashtra, India Michael Page Full time

    Senior Advisory Role in Private Client ServicesWe are searching for a skilled professional to fill the position of Advisory Manager for our Private Client Group. In this role, you will oversee a team of experienced advisors who cater to the needs of our discerning clients.To succeed in this position, you must possess a comprehensive understanding of finance...


  • Mumbai, Maharashtra, India Amit Ray & Co; Chartered Accountants Full time

    Amit Ray & Co; Chartered Accountants provide Accounting, Auditing, Taxation, and Financial Advisory services in major cities across India. The company has a team of dedicated professionals who ensure high standards of ethics and integrity while offering personalized proactive services to clients.Total Articles in the Firm: 50+This full-time on-site role is...

  • Financial Leader

    5 days ago


    Mumbai, Maharashtra, India Skyleaf Consultants LLP Full time

    Job Description: Skyleaf Consultants LLP is seeking a highly skilled and experienced Financial Leader to join our team. The successful candidate will be responsible for leading our 15-member finance team and overseeing the company's financial operations.Key Responsibilities:1. Develop and implement financial strategies aligned with business goals.2. Ensure...

  • Team Leader

    7 days ago


    Mumbai, Maharashtra, India Policybazaar Full time

    Position: Team Leader B2C Inbound Voice Process (Collections) Department: Health Collections Job Description: Team Leader B2C Inbound Voice Process (Collections) The Team Leader (B2C Inbound Voice Collections) is responsible for managing a team of collection 10-20 agents handling consumer (B2C) accounts. The role focuses on driving recovery rates, ensuring...


  • Mumbai, Maharashtra, India Axis Capital Ltd. Full time

    About the RoleThe Transaction Advisory Lead will be responsible for leading deal teams, managing client relationships, and overseeing all aspects of transaction execution, from origination to closing. This includes transaction leadership, client advisory, financial analysis, deal structuring, relationship management, market intelligence, and team leadership.


  • Mumbai, Maharashtra, India Vitasta Consulting Full time

    Vitasta Consulting is a leading consulting firm that provides expert advice on financial management, strategic planning, and business development. We are currently seeking a Financial Operations Leader to join our team.About the CompanyWe are a dynamic and innovative company that values excellence, integrity, and teamwork. Our team of experts has extensive...


  • Mumbai, Maharashtra, India Corenza Full time

    Company OverviewCorenza is a renowned wealth advisory firm dedicated to providing expert financial guidance to individuals and families. With over 20 years of experience, we have established a reputation for excellence and innovation in the financial industry.We are seeking a highly skilled Wealth Advisory Specialist to join our team. In this role, you will...


  • Mumbai, Maharashtra, India Portfolio Financial Services Ltd Emerging Leader in Bespoke financial solutions for Corporates Full time

    Job Overview:This is an exciting opportunity for a talented Corporate Financial Analyst Lead to join our team at Portfolio Financial Services Ltd. Emerging Leader in Bespoke financial solutions for Corporates.Key Responsibilities:Manage all proposals referred by other locations to banks having their branches and/or HOs in MumbaiArrange and manage all credit...


  • Mumbai, Maharashtra, India Blend Financial Services Ltd. Full time

    AVP / DVP - Export Structure Finance Function: Export Structured Finance Job Description:- Preparation of snapshot about the company as desired by Banks/Financial Institutions, including IM's, teasers, financial models.- Identification and preliminary discussions with Banks / Institutions for syndication of the facility.- Assisting senior management and...


  • Mumbai, Maharashtra, India Kroll Full time

    Company OverviewKroll is a global leader in risk and financial advisory solutions. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities.

  • Financial Analyst

    6 days ago


    Mumbai, Maharashtra, India Portfolio Financial Services Ltd Emerging Leader in Bespoke financial solutions for Corporates Full time

    **Job Summary:**We are seeking a highly skilled Financial Analyst to join our team at Portfolio Financial Services Ltd. As a key member of our credit analysis team, you will be responsible for evaluating and analyzing financial data to inform lending decisions.About the Role:This is an exciting opportunity to work with a leading investment bank specializing...


  • Mumbai, Maharashtra, India K Consultants LLP Full time

    K Consultants LLP invites applications for a Senior Associate position in our debt advisory team. As a leading boutique financial advisory firm, we have established ourselves as a trusted partner for mid-market corporates across India.This role involves working closely with our team to identify and execute strategic opportunities in real estate fund raising...

  • Senior IT Leader

    4 days ago


    Mumbai, Maharashtra, India GreenTree Advisory Services Pvt Ltd Full time

    Company OverviewGreenTree Advisory Services Pvt Ltd is a leading provider of innovative solutions in the IT industry.SalaryThe salary for this role will be competitive and based on experience.Job DescriptionWe are seeking an experienced Senior IT Leader to join our team. The successful candidate will have a proven track record of leading IT teams and...

  • Team Leader

    2 weeks ago


    Mumbai, Maharashtra, India myGwork Full time

    This job is with Bloomberg, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Bloomberg runs on data. Our products are fueled by powerful information. We combine data and context to paint the whole picture for our clients, around the clock – from...


  • Mumbai, Maharashtra, India Emkay Global Financial Services Ltd Full time

    About EmkayEmkay Global Financial Services Ltd. is a leader in the financial services sector, actively creating wealth for our clients for over two decades.Founded in 1995 with a clear goal of offering sound, research-backed financial advice, we have successfully served a wide variety of highly distinguished clientele around the world; including foreign...