PCG-Team Leader – Equity and More

Job Description

Job title: PCG-Team Leader – Equity and More

Company:

Job description: The role would require complete P&L responsibility for the Team reporting in – To make sure targets /goal are achieved as per projections for the financial year – To take initiatives in new business as given by the organisation. To ensure quality deliverables within stipulated timelines – To ensure all processes are followed keeping in mind the ethos of the organization. mentoring and guiding team members thereby increasing revenue and ensuring they achieve their assigned targets.Role Requirementso Educational Qualifications: Graduation in any discipline, MBA Finance/ CA/ CFA/ ICWA / NCFM/AMFIo Experience: 5+ Years in Financial Markets, 2+ Years in leadership roleo Domain Knowledge: Understanding of capital markets including Derivatives, Currency and Commoditieso IT Skills: MS OfficeKey Deliverables1. Ensure the maintenance of the P&L of the team/branch monthly2. Ensure the timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas) as per defined timelines3. Pass on ground customer feedback to the Senior PCG advisor as and when reported4. To ensure and to keep check on the Advisory certification program for the advisors as per defined timelines5. Compliance and surveillance to be checked on regular time intervals frequently

Location: Mumbai, Maharashtra

Job date: Mon, 26 Aug 2024 03:50:40 GMT