Team Lead

Job Title: Team Lead Financial Services

Department: Operations / Finance & Accounting / Financial Analytics

Location: Gurgaon

Reports to: Delivery Manager

Job Summary

We are seeking an experienced Team Lead to manage and drive service delivery for financial services processes. The role involves leading a team of analysts, ensuring high-quality client deliverables, and continuously improving processes. The ideal candidate will have strong domain knowledge, client-handling skills, and proven people management experience.

Key Responsibilities

Team Leadership & People Management

• Lead, mentor, and manage a team of financial analysts and associates
• Allocate work, monitor productivity, and ensure adherence to clients request and KPIs
• Conduct regular performance reviews, coaching, and skill development sessions

Client Delivery & Operations

• Manage end-to-end delivery of financial services processes (e.g., accounting, reporting, analysis, reconciliations, valuations, compliance support)
• Ensure timely and accurate delivery of client outputs with minimal errors
• Act as the primary escalation point for delivery or quality issues
• Maintain strong client relationships and support client calls/reviews
• Prepare and maintain SOPs, process documentation, and controls

Required Qualifications

• Masters degree in finance, Accounting, Business, or related field
• 59+ years of experience in financial services, KPO, or shared services
• 13+ years of experience in a team lead or supervisory role
• Strong knowledge of financial processes and client delivery models

Preferred Qualifications

• CFA / CPA / MBA (Finance) or equivalent
• Experience working with global clients (US/UK/Europe)
• Exposure to multiple financial services domains (Banking, Asset Management, Insurance, Software, Healthcare)

Key Skills & Competencies

• Strong people leadership and stakeholder management
• Client-focused mindset with problem-solving ability
• Excellent communication (verbal and written)
• High attention to detail and quality orientation
• Ability to manage pressure, deadlines, and multiple priorities