HNI Desk Head

AnandRathi; Mumbai; On-site; INR 1,500,000 - 2,500,000; Full time

Benefits offered by this job

High-visibility business role

Strong research and product platform

Direct engagement with senior leadership

Performance-driven culture

Job summary

A leading financial services firm in Mumbai is seeking a dynamic professional to spearhead HNI client acquisition and business growth. This role involves owning broking revenue delivery across multiple segments, leading a team of Relationship Managers, and providing tailored investment strategies to top clients. The firm promotes a performance-driven culture with a strong research and product platform, providing significant growth potential and direct engagement with senior leadership.

Qualifications

• Proven track record in acquiring HNI & UHNI clients.
• Experience in leading teams and driving performance culture.
• Ability to provide tailored investment strategies.

Responsibilities

• Lead acquisition of HNI & Ultra HNI clients.
• Own broking revenue delivery across segments.
• Build and lead a team of HNI Relationship Managers.
• Nurture relationships with top HNI/UHNI clients.
• Drive research-led advisory approach across the team.

Skills

Client relationship management

Market research

Team leadership

Investment strategy

Job description

Client Acquisition & Market Expansion

• Lead acquisition of HNI & Ultra HNI clients through networks, referrals, and market connect
• Build strong presence within the affluent client ecosystem (entrepreneurs, promoters, professionals)

Revenue Ownership & Business Growth

• Own broking revenue delivery across equity, derivatives, commodity, and currency segments.
• Drive growth in MTF book, client wallet share, and trading activity.

Team Leadership & Performance

• Build and lead a team of HNI Relationship Managers and Advisors
• Drive a performance-led, ownership-driven culture.

Client Relationships & Advisory

• Build and nurture relationships with top HNI/UHNI clients.
• Deliver tailored investment strategies and market insights.

Advisory Excellence & Research Integration

• Drive a research-led advisory approach across the team
• Leverage fundamental and technical insights for high-conviction ideas.

Cross-Sell & Wealth Integration

• Drive adoption of wealth products (MFs, PMS/AIF, structured products, insurance)
• Improve client wallet share and product penetration.

Market Presence & Thought Leadership

• Represent the organization in client forums and market interactions
• Build strong external credibility and brand presence in the HNI segment

Why to join us ?

• Opportunity to lead a high-visibility HNI business role
• Strong research and product platform
• Direct engagement with senior leadership
• Performance-driven culture with significant growth potential
• A platform combining entrepreneurial ownership with institutional strength.