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Assistant Manager / Manager

Right Human Resource Associates

2 - 31 years

4 - 9 Lacs

Goregaon West, Mumbai/Bombay

Posted:2 days ago| Platform: Apna logo

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Skills Required

networks outreach engagement analysis risk migrate trading training mobile reports documentation profiling

Work Mode

On-site

Job Type

Full Time

Job Description

• 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.

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Assistant Manager / Manager

Goregaon West, Mumbai/Bombay

2.0 - 31.0 yrs

INR 4 - 9 Lacs

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Right Human Resource Associates

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Assistant Manager / Manager