Group Leader- PCG Equities

2 weeks ago

Pune, Maharashtra, India Virtuous Advisors & Resources Private Ltd (Virtuous Resources) Full time

Group Leader- PCG Equities

Location: Mumbai

Reporting to: Regional Head- PCG

Company: Motilal Oswal

About 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 targets.

Responsibilities:

1. Ensure the maintenance of the P&L of the team/branch monthly

2. Ensure the timely delivery of customized equity advise to assigned PCG customers (trading and

investment ideas) as per defined timelines

3. Pass on ground customer feedback to the Senior PCG advisor as and when reported

4. To ensure and to keep check on the Advisory certification program for the advisors as per

defined timelines

5. Compliance and surveillance to be checked on regular time intervals frequently

Role 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

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