Role: Group Leader- Advisory & Sales (PCG)
Location: Hyderabad / Bangalore/ Delhi
CTC: Up to 30 LPA
Industry: Financial Services
Role Summary:
The role would require complete P&L; responsibility for the Team reporting in. To make sure targets/goals are achieved as per projections for the financial year. To take the initiative in current 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 organisation, mentoring and guiding team members, thereby increasing revenue and ensuring they achieve their assigned targets.
Key Responsibilities:
- Ensure the maintenance of the P&L; of the team/branch monthly.
- Ensure the timely delivery of customised equity advice 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.
- Ensure and keep a check on the Advisory certification program for advisors as per defined timelines.
- Compliance and surveillance are to be checked at regular time intervals.
Candidate Profile:
- Experience: Minimum 8 years of experience in the wealth or broking industry & Bank (in case of sales ). Should be ready to move at least 4 members along with him or her. 2+ Years in a leadership role.
- Strong exposure to PCG client handling.
- Understanding of capital markets, including Derivatives, Currency, and Commodities.
- Graduation in any discipline, MBA (Finance) / CA / CFA / ICWA / NCFM / AMFI.
- Excellent communication and negotiation skills.
- NISM certification preferred.
Interested candidates can share their updated CV at
[email protected] or apply directly here: https://buff.ly/8UyhDr2
Referrals are highly appreciated.
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📌 Group Leader- PCG Advisory (Delhi)
🏢 Skywings Advisors
📍 Delhi