Job title: Assistant Manager/ Manager- PCG- HNI Sales, Mumbai/ Thane/ Hyderabad
Company: Talent Leads HR Solutions
Job description: 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.Key Result Areas Supporting ActionsHNI / 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.
- 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 Compliance 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
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 constantly follow up with inactive / dormant clients, build confidence and get them to trade
Cross Sell of ABC Products
- To ensure participation in training and processes for other ABC products offered.
- To understand the financial needs of customers and generate leads
- To use other ABC products and services to activate inactive customers
Customer Relationship
- Responsible for new client acquisition, building new relationships and increasing depth in existing relationships with High- net-worth clients.
- Generating leads Selling/ advising third party products like Health Insurance, SIPs, Life Insurance, Mutual funds
Expected salary: Rs.300000 – 900000 per year
Location: Mumbai, Maharashtra
Job date: Fri, 30 May 2025 22:48:09 GMT
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