Lead - PCG Advisory & Sales

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Posted by Poonam Verma

13 Jun 2024, 12:45 PM

Job Id: #36458953

ROLES & RESPONSIBILITIES

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, ensure quality deliverables within stipulated timelines & 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
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

JOB DETAILS

Job Type:

Full time

Locality:

Mumbai

Experience:

Eligibility:

MBA

REQUIRED SKILLS

Team Head

Private Equity

investment advisor

JOB LOCATION

Country: India

State: Maharashtra

City: Mumbai