HNI Desk Head

Anand Rathi Share and Stock Brokers Ltd; Nagpur District; On-site; INR 2,500,000 - 4,500,000; Full time

Job summary

Anand Rathi Share and Stock Brokers Ltd in Nagpur is seeking an experienced HNI Relationship Manager to drive high-value client acquisition and advisory revenue across Equity, Commodity and Currency markets.

The role focuses on recruiting and mentoring HNI team members, maintaining strategic client portfolios, and executing cross-sell initiatives while delivering timely MIS insights to the regional leadership.

Qualifications

• Post Graduate preferred.
• 10–15 years of experience in HNI/relationship management.
• Strong understanding of capital markets and advisory services.

Responsibilities

• Acquire and manage HNI & Ultra HNI clients to generate broking revenue (Equity/Commodity/Currency).
• Recruit, train and retain HNI Relationship Managers and Advisors for the HNI desk.
• Manage new and existing HNI client relationships to drive revenue growth across Equity, Commodity and Currency segments.

Skills

Capital market knowledge

Leadership

Client relationship management

Education

Postgraduate degree

Job description

• Acquisition of HNI & Ultra HNI clients with primary focus on generation of broking revenue through Equity / Commodity / Currency market segments.
• Recruit, Train & Retain Team members - HNI Relationship Managers and HNI Advisors for the stated HNI desk.
• Managing new and existing HNI client relationships with efforts on revenue generation through Equity/ Commodity / Currency market segments (through online and offline channel).
• Analyzing & monitoring the client's portfolio and render advisory services for securing high ROI.
• Execute Cross Sell efforts on focused products promoted by the organization (Mutual Funds / Insurance / PMS / Structured products and others).
• Promote the organization's research and advisory suggestions to the clients being generated from time to time.
• Submission of periodic MIS reports as per requirements of the business.

This position reports to: Regional Director

Academic requirements: Post Graduate is preferred

Experience : 10-15 Years

Functional / Technical & Behavioral Skills Required

Functional / Technical Skills

• Good Knowledge of capital market

Behavioral Skills

• Lead from the front (playing captain approach)