Assistant Manager
4 hours ago
About the Company The Organization is a well established Indian multinational conglomerate the position is for their financial services Broking domain 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 Role The primary responsibility of this role is to acquire PCG Private Client Group HNI High Net-worth Individual clients and ensure a smooth transition to the dealing team Additionally the role involves actively managing the HNI desk ensuring client satisfaction retention and growth of the HNI portfolio KRA s 1-HNI PCG Business Development 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 2-To follow the Deal Desk Process - Branch Compliance 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 3-Customer Management 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 4-Cross selling of other financial products 5-Relationship Management 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 As per industry standards
-
Marketing Intern
1 week ago
Lower Parel, Mumbai, Maharashtra, India Great Manager Institute Full time**What Makes You a Fit** - Passionate about **marketing, events, and leadership development**. - Strong communication skills - written, verbal, and visual. - Organized with an eye for detail and **ability to manage chaos with calm**. - Familiarity with tools like Canva, Google Workspace, Mailchimp, Notion, and Zoom. - A storyteller at heart with a hunger to...
-
Assistant Company Secretary
3 days ago
Mumbai, Maharashtra, India TVS Infrastructure Investment Manager Private Limited (TVS IM) Full time ₹ 1,20,000 - ₹ 1,80,000 per yearRole & responsibilitiesA. Corporate Governance & Board SupportAssist in convening and conducting Board Meetings, Committee Meetings, and Unitholders/Shareholders Meetings in line with the Companies Act, SEBI LODR Regulations, and SEBI InvIT/REIT Regulations.Draft and review agenda papers, notices, and minutes ensuring compliance with Secretarial Standards...
-
Assistant Manager
2 weeks ago
Mumbai, Maharashtra, , India Challenge Advisors LLP Full time ₹ 8,00,000 - ₹ 12,00,000 per yearFirm: S H B A & CO LLPLocation: Belapur, Navi MumbaiPosition: Assistant Manager – Direct & Indirect TaxExperience: 2 yearsWe are looking for a dynamic Chartered Accountant with around 2 years of experience in Direct and Indirect Taxation to join our team as an Assistant Manager.Preferred Location: Candidates residing in or around Vashi, Panvel, or Navi...
-
Assistant Manager – Engineering
2 weeks ago
Mumbai, Maharashtra, India White Force Full timeJob Title Assistant Manager - Engineering Location Bhiwandi Mumbai Reportsto Plant Head - Engineering Facilities The Whole Truth Foods Purpose To ensure all production and packaging machinery runssmoothly through strong preventive maintenanc
-
Assistant Manager
2 weeks ago
Churchgate, Mumbai, Maharashtra, India Princeton IT America Full time ₹ 4,17,000 - ₹ 13,00,000 per yearJob Title: Assistant Manager – Statutory AuditLocation: Churchgate, MumbaiQualification: Chartered Accountant (CA)Experience: 3–4 Years in Statutory AuditAbout the RoleWe are seeking a qualified and experienced Chartered Accountant to join our Audit & Assurance team as an Assistant Manager – Statutory Audit. The role involves planning, executing, and...
-
Assistant Manager
7 days ago
Nalasopara, Mumbai, Maharashtra, India Suraksha Smart City Full time ₹ 4,80,000 per yearJob Title: Assistant Manager / Manager – Digital MarketingDepartment: MarketingJob Description:Develop and execute comprehensive digital marketing strategies.Manage digital campaigns across multiple channels including Google Ads, Facebook, Instagram, LinkedIn, and real estate listing platforms.Monitor, analyze, and optimize campaign performance to maximize...
-
Assistant Concierge Manager
2 weeks ago
Mumbai, Maharashtra, India Four Seasons Hotels Full timeAbout Four Seasons Four Seasons is powered by our people We are a collective of individuals who crave to become better to push ourselves to new heights and to treat each other as we wish to be treated in return Our team members around the world create amazing experiences for our guests residents and partners through a commitment to luxury with genuine heart...
-
Assistant Manager — Marketing
2 weeks ago
Mumbai, Maharashtra, India Vitasta Consulting Full timeJob Title Assistant Manager Marketing Location Mumbai Position Type Full-Time Reports To Operations Head Job Summary We are seeking a dynamic and results-driven Assistant Manager - Marketing to join our team The ideal candidate will be responsible for establishing and nurturing relationships with labs hospitals oncologists pathologists and cancer specialists...
-
Assistant Manager
3 weeks ago
Mumbai, Maharashtra, India Datamark Full timeDATAMARK Inc is seeking an experienced Assistant Manager - Human Resource Operations to join our dynamic team This role is pivotal in enhancing HR operations and ensuring effective implementation of policies and practices within the organization The Assistant Manager will assist in managing various HR functions including employee relations compliance and...
-
Assistant Manager
4 days ago
Mumbai, Maharashtra, India ADANI GROUP Full timeJob Category Advertisement About Business Adani Group Adani Group is a diversified organisation in India comprising 10 publicly traded companies It has created a world class logistics and utility infrastructure portfolio that has a pan-India presence Adani Group is headquartered in Ahmedabad in the state of Gujarat India Over the years Adani Group has...
