Exp: 3 to 12yrs
Location: Bangalore
Individual contribution role
- Candidates having experience in acquisition of Mutual Funds, PMS, Investment Advisory of High net worth clients minimum of 25lakhs and above.
- 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 organisation. 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.
Key Deliverables:
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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