Group Lead

6 days ago


Mumbai, India Virtuous Advisors & Resources Private Ltd Full time

Group Leader- PCG EquitiesLocation: MumbaiReporting to: Regional Head- PCGCompany: Motilal OswalAbout the role: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 organization. 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 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 frequentlyRole Requirements:- Educational Qualifications: Graduation in any discipline, MBA Finance/ CA/ CFA/ ICWA /NCFM/AMFI- Experience: 5+ Years in Financial Markets, 2+ Years in leadership role- Domain Knowledge: Understanding of capital markets including Derivatives, Currency and Commodities- IT Skills: MS Office (ref:iimjobs.com)


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