Job Description

Job Information

Job Opening ID


ZR_718_JOB
Date Opened


09/17/2025
Industry


Financial Services
Work Experience


5-10 years
Job Type


Full time
Salary


Confidential
City


Mumbai
State/Province


Maharashtra
Country


India
Zip/Postal Code


400069

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