Assistant Manager / Manager – PCG – HNI Sales

Position: Assistant Manager / Manager – PCG – HNI Sales

Location: Andheri(E)

Years of work exp: 4+ years

Industry: Broking only

Age : up to 40 years only

• Leverage existing networks, market databases, references, events, and cold outreach to identify and target potential HNI / PCG clients. Stay informed about market movements and lifestyle shifts to spot opportunities for client engagement.
  
• Create structured acquisition plans to penetrate the HNI / PCG segment in the region. Customize your approach for each prospect based on profile analysis, risk appetite, and investment behavior.
  
• Conduct in-depth meetings and financial discussions to understand the prospective client’s investment goals, risk tolerance, income structure, and liquidity needs. Build a strong rapport to earn their trust and confidence.
  
• Advise the clients on their margin’s limits, on mark to market losses, brokerages, margins available etc
  

• To strictly adhere to all risk & surveillance and Deal desk processes.
  
• To encourage & facilitate clients to migrate from offline to online trading by providing training and comfort.
  
• To encourage clients to download mobile app/browser, transact, access reports and information pertaining to their account on the internet.
  
• To ensure documentation formalities like KYC, profiling of new clients with all the necessary details
  
• To participate in daily research calls and keep all customers updated with In-house research recommendations only.
  
• To caution the clients against positional losses as per research and risk recommendations and minimize losses to customers.
  
• To maintain a symbiotic relationship with all the internal stakeholders such as RMS, Surveillance, funds and Ops teams for resolution of all trade and funds related

• To ensure all new clients start trading within 7 days of account opening.
  
• To ensure that all efforts are taken to introduce the customer to the online mode of trading by way of demos, and first login hand holding.
  
• To ensure all customers keen to deal offline are introduced to the RM in the PCG vertical.
  
• To ensure end-to end seamless and single point service to the customers, to win and maintain his trust
  
• To ensuring specific number of clients (as pre-defined by H.O) are active on daily basis
  
To follow up with inactive constantly / dormant clients, build confidence and get them to trade

Requirements

• Educational Qualification: Graduate/Post graduate
  
• Minimum 4-5 years of experience in client-facing roles with a strong focus on HNI and Ultra HNI client acquisition.
  
• Exclude candidates from retail broking or branch banking roles
  
• Must have stability throughout their career with no frequent job changes and no gaps.
  
• Interested in Client Acquisition (Sales).
  
• Age should be below 40 years.
  
• The candidate should be from the broking industry.

Benefits