Assistant Manager

5 days ago

Delhi, Delhi, India HRhelpdesk Full time ₹ 12,00,000 - ₹ 36,00,000 per year

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

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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