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Job Description & How to Apply Below
Company Description - NBFC Client
Position - Head Broking / Head Equity / Head PCG
Experience - 10+ yrs
Location - Mumbai
Role Description
This is a full-time, on-site role for a Head - Broking/Equity/PCG, based in the Mumbai Metropolitan Region.
The Team Lead will oversee broking and trading operations, manage equity portfolios, and provide personalized financial and investment solutions to clients. Responsibilities include leading and motivating a team, developing and implementing strategic plans for client acquisition and retention, and ensuring high levels of customer satisfaction. Additionally, the role involves monitoring market trends, providing investment advice, and maintaining regulatory compliance.
Qualifications
10+ yrs of experience on Broking , Equity ,PCG , HNI
Strong knowledge and expertise in broking, equity markets, and portfolio management.
Proven leadership experience, team management skills, and the ability to motivate team members to achieve goals.
Cross sell of MF , PMS ,AIF,Bonds , Structured products
Excellent communication and interpersonal skills for building strong client relationships and providing investment advice.
An analytical mindset with the ability to monitor market trends and make informed investment decisions.
Familiarity with regulatory compliance and financial industry standards.
Prior experience in the financial sector, particularly in broking or equity, is highly preferred.
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