Assistant Manager
3 weeks 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
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Office Admin
3 days ago
Lower Parel, Mumbai, Maharashtra, India Great Manager Institute Full time**Great Manager Institute®, Mumbai, India** Position**:Office Admin** **Admin Job Description** 1. Organizing and storing information in paper and digital form 2. Scanning, Printing documents 3. Arranging travel and accommodation 4. Keeping track of Laptop Inventory 5. Ordering office supplies 6. Manage phone calls and correspondence(E-Mail, Letter,...
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Account Executive
7 days ago
Lower Parel, Mumbai, Maharashtra, India Great Manager Institute Full time**GREAT MANAGER INSTITUTE** **JOB SUMMARY** Great Manager Institute® is a global digital platform for the personalized development and certification of people managers, having the vision of creating a world where every individual gets the opportunity to work with a Great People Manager. GMI is a 4-year young company, started by the founders of Great...
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Accounts & Admin
2 weeks ago
Mumbai, India Great Manager Institute Full time**GREAT MANAGER INSTITUTE** We are looking for a sharp administrator to provide leadership support and keep the office running smoothly and efficiently. In this role, you will be required to oversee administrative and clerical activities; greet and direct office visitors; collect, organize, and retrieve information and documents; and make arrangements for...
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Office Administrator
7 days ago
Mumbai, India Great Manager Institute Full time**GREAT MANAGER INSTITUTE** **Administrator** We are looking for a sharp administrator to provide leadership support and keep the office running smoothly and efficiently. In this role, you will be required to oversee administrative and clerical activities; greet and direct office visitors; collect, organize, and retrieve information and documents; and make...
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Assistant Company Secretary
1 week 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...
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Assistant Manager
3 days ago
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Assistant Manager
1 week ago
Mumbai, Maharashtra, India Courtyard Full timeAreas of responsibility include Restaurants Bars and Room Service if applicable Assists in the daily supervision restaurant operations and assists with menu planning maintains sanitation standards and assists servers and hosts on the floor during peak meal periods Strives to continually improve guest and employee satisfaction Determines training needed...
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visa executive
3 weeks ago
Navi Mumbai, India The Visa Manager Full timeCompany Description The Visa Manager simplifies business travel by making visa processing easy for businesses. We specialize in B2B visa services, ensuring hassle-free applications for employees, clients, or partners. As an authorized vendor for six countries, including China, Brazil, Turkey, the Philippines, Japan, and Thailand, we provide fast, reliable,...
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visa executive
2 weeks ago
Navi Mumbai, Maharashtra, India The Visa Manager Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionThe Visa Manager simplifies business travel by making visa processing easy for businesses. We specialize in B2B visa services, ensuring hassle-free applications for employees, clients, or partners. As an authorized vendor for six countries, including China, Brazil, Turkey, the Philippines, Japan, and Thailand, we provide fast, reliable,...
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Assistant Manager – It
4 days ago
Mumbai, Maharashtra, India Trigyn Technologies Full timeWe are looking for a highly skilled and technically strong Assistant Manager - IT to oversee and maintain enterprise IT infrastructure across Nutanix Linux Windows Office 365 Azure and AWS platforms The role will also include managing application servers SSL certificates firewalls and ensuring compliance with ISO 27001 2022 and ITSM audit requirements Key...
