Senior Role - PCG Advisory - Wealth management (10-25 yrs)

Responsibilities :

1.Managing team and ensuring their Productivity is met

2. Maintenance of the P&L of the team/branch monthly

3. Timely delivery of customized equity advise to assigned PCG customers (trading and investment ideas) as per defined timelines

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

5. Keep check on the Advisory certification program for the advisors as per defined timelines

6. 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: 9+ Years in Financial Markets, 2+ Years in leadership role

- Domain Knowledge: Understanding of capital markets including Derivatives, Currency and Commodities