PCG Advisor/Sales

3 days ago

Bengaluru Karnataka India Jobneed Consultancy Full time ₹ 12,00,000 - ₹ 36,00,000 per year

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. To acquire quality PCG accounts with an average margin of 25 Lakhs and above. 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 frequentlyRequirements Educational Qualifications: Graduation in any discipline, MBA Finance/ CA/ CFA/ ICWA, NCFM/AMFI oExperience: 8+ Years in Financial Markets, 5+ Years with leadership role o DomainKnowledge: Understanding of capital markets including Derivatives, Currency and Commodities o IT Skills: MS Office

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