HNI Desk Head

AnandRathi; Pune District; On-site; INR 4,000,000 - 8,000,000; Full time

Job summary

AnandRathi in Pune seeks a seasoned professional to head the HNI Desk and drive growth in the premium client segment. You will lead acquisition, nurture top HNI/UHNI relationships, and own revenue delivery across equity, derivatives, and wealth products.

The role demands 10–15 years of HNI acquisition experience, strong leadership, and a research-led advisory approach. You will engage with senior clients and represent the firm in external forums, shaping market presence and cross-sell

Qualifications

• 10–15 years of experience in HNI/UHNI acquisition.

Responsibilities

• Lead acquisition of HNI & UHNI clients through networks, referrals and market connect.
• Build presence within affluent client ecosystem (entrepreneurs, promoters, professionals).
• Own revenue delivery across equity, derivatives, commodity and currency segments.
• Drive growth in MTF book, client wallet share and trading activity.
• Build and lead a team of HNI Relationship Managers and Advisors.
• Drive a performance-led, ownership-driven culture.
• Build and nurture relationships with top HNI/UHNI clients and deliver tailored investment strategies.

Skills

HNI relationship leadership

Client acquisition

Market expansion

Revenue ownership

Team leadership

Advisory excellence

Research integration

Cross-sell & wealth integration

Market presence & thought leadership

Job description

We are seeking a seasoned professional from leading broking companies to head our HNI Desk and drive growth within our premium client segment.

Location: Pune

Experience: 10 to 15 years in HNI / UHNI acquisition.

1. 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)

2. 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.

3. Team Leadership & Performance

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

4. Client Relationships & Advisory

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

5. Advisory Excellence & Research Integration

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

6. Cross-Sell & Wealth Integration

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

7. 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.