Assistant Manager / Manager – PCG – HNI Sales

Job Description

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

3-Customer Management

4-Cross selling of other financial products

5-Relationship Management

Requirements

Benefits

As per industry standards

Requirements

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.