PCG Desk Head

Company Description

Anand Rathi Share and Stock Brokers Ltd. is a leading full-service investment bank founded in 1994, offering a wide range of financial services and wealth management solutions. With a presence in over 350 locations in India and international offices in Dubai, Hong Kong, and New York, the company employs over 4,000 professionals. ARSSBL caters to the financial requirements of individual clients with a focus on expert research and advisory services to maximize returns on client investments. The company serves more than 6.5 lakh registered customers with an array of products across various asset classes through high-tech digital platforms and physical touchpoints.

Role Description

This is a full-time on-site role based in New Delhi for a PCG Desk Head at Anand Rathi Share and Stock Brokers Ltd. The PCG Desk Head will be responsible for managing the Private Client Group (PCG) desk, overseeing high-net-worth client portfolios, providing personalized investment advice, and ensuring client satisfaction. Tasks include monitoring market trends, developing investment strategies, managing a team of relationship managers, and coordinating with research and advisory teams to deliver top-notch service to clients.

Qualifications

• Strong background in financial services, wealth management, and investment banking
• Proficiency in portfolio management, investment strategies, and market analysis
• Excellent leadership, team management, and client relationship skills
• Sound understanding of regulatory compliance and risk management
• Advanced analytical, problem-solving, and decision-making abilities
• Exceptional communication, presentation, and interpersonal skills
• Experience with digital platforms and financial technology
• Bachelor's or Master's degree in Finance, Economics, Business Administration, or related field
• Minimum 7-10 years of relevant experience in a similar role