Group Leader - Equity Advisory - NISM

Department Icon Accounting & Finance
Posted: 2 weeks ago
10-15 years
Mumbai
Accounting & Finance
work from office
Full Time
Closes 24 Nov 2026

Posted: 2 weeks ago
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Posted over 15 days ago, so the role may have closed. Confirm on the employer's page when you apply, or see similar jobs.

Job Description

  • 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. 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

I- T Skills: MS Office

Skills

CAICWACFACapital MarketsEquity AnalysisEquity SalesCaCfaFinance

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