Team Lead - Advisory Large Financial Services
Team Lead - Advisory Large Financial Services
Posted on :
07-03-2025
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1 Vacancy
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Job Description
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.
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
HNI,PMS,Mutual Funds,Cross Selling,Terminal
Employment Type
Full Time
Key Skills
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