Team Lead-NRI Dealer

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