Lead HNI & UHNI Outreach Business Development

The House of Abhinandan Lodha; Delhi, Mumbai; On-site; INR 2,500,000 - 4,500,000; Full time

Job summary

The House of Abhinandan Lodha seeks a Lead for HNI & UHNI Outreach / Business Development to drive acquisition and deepen relationships with high-net-worth clients. You will leverage existing networks, build a focused outreach plan, and mentor a high-performing team to maximize conversion and pipeline quality.

Reporting to the Sales Director, this full-time role requires strategic relationship-building, industry connectivity, and leadership to expand affluent client engagements across Mumbai and

Qualifications

• Experience in wealth management, private banking, or luxury financial services preferred.
• Strong network with affluent clients.
• Proven ability to win and grow high-value relationships.
• Experience coaching and driving high-performing teams.

Responsibilities

• Build and lead a specialised team focused on HNI/UHNI outreach and business development.
• Leverage networks and industry relationships to identify affluent clients.
• Develop targeted outreach strategies and high-value client engagement opportunities.
• Mentor the team on prospecting, relationship management, and pipeline development.
• Drive critical client conversations and strengthen the sales pipeline.

Skills

Wealth mgmt network

Business development

Client relationship mgmt

Team leadership

Job description

THE HOUSE OF ABHINANDAN LODHA

Lead - HNI & UHNI Outreach / Business Development

Reports To: Sales Director, with close working relationship with top management and board

Level: 2A

Location: Mumbai (HQ), Regional Office with high field exposure

Model: Full-time

Role Summary

Lead the acquisition and relationship development of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients by leveraging strong industry networks, targeted outreach, and strategic relationship-building initiatives.

Core Charter

• 01 HNI / UHNI Client Acquisition: Leads acquisition and business development of affluent clientele through strong industry networks.
• 02 Targeted Outreach: Develops outreach strategies, referral channels, and high-value client engagement opportunities.
• 03 Team Leadership: Builds and mentors a specialised team on prospecting, relationship management, and conversion.
• 04 Pipeline Quality: Drives critical client conversations and strengthens the overall quality of the sales pipeline.

Key Responsibilities

• Build and lead a specialised team focused on HNI/UHNI client acquisition and business development
• Leverage existing networks and industry relationships to identify and engage affluent clientele
• Develop targeted outreach strategies, referral channels, and high-value client engagement opportunities
• Mentor the team on prospecting, relationship management, client conversion, and pipeline development
• Drive critical client conversations and strengthen the overall quality of the sales pipeline

Ideal Candidate Traits

• Network Depth : Brings a strong network of affluent clients.
• Business Development : Proven ability to win and grow high-value relationships.
• Commercial Acumen : Understands client needs, positioning, and value.
• Coaching Mindset : Coaches and drives a high-performing team.

Candidate Profile

Experience

• Seasoned professional from Wealth Management, Private Banking, HNI Insurance, Investment Advisory, or Luxury Financial Services
• Strong network of affluent clients
• Proven business development capabilities and commercial acumen
• Ability to coach and drive a high-performing team