Group Leader- PCG Equities
2 days ago
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:
Ensure the maintenance of the P&L of the team/branch monthly
Ensure the timely delivery of customized equity advise to assigned PCG customers (trading and
investment ideas) as per defined timelines
Pass on ground customer feedback to the Senior PCG advisor as and when reported
To ensure and to keep check on the Advisory certification program for the advisors as per
defined timelines
- 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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