Motilal Oswal - Cluster Manager - Investment Products

Job Purpose:

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. To acquire quality PCG accounts with an average margin of 25 Lakhs and above.

Key Deliverables:

1. Ensure the maintenance of the P&L of the team

2. Ensure the timely delivery of customized equity advise to assigned HNI customers (trading and investment ideas)

3. Compliance and surveillance to be checked on regular time intervals

4. Daily reviews of the team

5. Daily 3 meetings

6. Joint calls with Relationship Managers/Team

Role Requirements:

- Educational Qualifications: Graduation in any discipline, MBA Finance/ CA/ CFA/ ICWA, NCFM/AMFI

- Experience: 5+ Years in financial markets in a leadership role.

- Domain Knowledge: Understanding of capital markets including Derivatives, Currency and Commodities

- IT Skills: MS Office