National Head - Equity Advisory - HNI

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

Benefits offered by this job

Competitive compensation package

Performance-based incentives

Opportunities for professional growth

Access to advanced research tools

Collaborative work culture

Job summary

Anand Rathi Share and Stock Brokers Ltd seeks a National Head - Equity Advisory to lead the equity advisory team for HNI clients. In this strategic role, you will mentor HNI advisors, drive adoption of innovative equity strategies, and nurture client relationships. The ideal candidate has 10-15 years of experience in equity advisory or research, outstanding leadership abilities, and deep knowledge of market dynamics. This role offers competitive compensation and professional growth opportunities in a respected organization.

Qualifications

• Minimum 10‑15 years in equity advisory or related roles within financial services.
• At least 5 years in a leadership position managing teams.
• Expert proficiency in fundamental analysis and technical charting.

Responsibilities

• Lead and mentor a team of HNI advisors to meet KRAs.
• Drive research adoption and high-impact wealth solutions.
• Nurture relationships with top clients and ensure exceptional service.

Skills

Leadership skills

Communication skills

Interpersonal skills

Analytical skills

Knowledge of equity markets

Education

Bachelor’s or master’s degree in finance, Economics, Business Administration, or a related field

Professional certifications (CFA, CA, NISM)

Tools

Research tools

Technical analysis tools

Job description

This is a strategic leadership position combining individual contributions with team management responsibilities. As the National Head - Equity Advisory for the HNI Business at Anand Rathi Shares & Securities Limited, you will spearhead the equity advisory function nationwide, driven by a deep passion for equity markets and leveraging extensive expertise in equity advisory and research.

Team Leadership and Performance Management

Lead and mentor a team of HNI advisors across metros and select Tier-A cities, driving them to achieve Key Result Areas (KRAs) including brokerage revenues, equity products sales, Margin Trading Facility (MTF) book growth, client acquisition via referrals, client activations, cross‑selling opportunities, client servicing, and strengthening client relationships.

Research and Product Innovation

Drive the adoption and implementation of research ideas, products, and strategies in coordination with fundamental and technical equity research teams (institutional and retail) to ensure delivery of high‑impact wealth creation solutions customized to HNI/Ultra HNI client needs.

Capability Building

Develop and enhance the knowledge and skills of HNI advisors through training programs, workshops, and ongoing guidance to enable them to provide world‑class service to HNI and Ultra HNI clients.

Client Relationship Management

Build and nurture personal relationships with the company’s top clients, ensuring exceptional service delivery and addressing their unique investment requirements.

Business Development Support

Assist the sales team in acquiring new clients by actively servicing prospective clients, demonstrating expertise in equity markets, and showcasing value‑added advisory services.

Cross‑Functional Collaboration

Work in a matrix environment to coordinate with local leadership, including Regional Heads and Branch Managers, to align advisory efforts with regional business goals and ensure seamless execution.

Market Expertise Application

Utilize deep insights into equity markets (fundamentals, technicals, cash, F&O) to identify opportunities, mitigate risks, and optimize client portfolios for long‑term wealth growth.

Performance Monitoring and Reporting

Track key metrics, analyze trends, and report on advisory performance, revenue contributions, and client satisfaction to senior leadership.

Required Qualifications and Experience

Educational Background

Bachelor’s or master’s degree in finance, Economics, Business Administration, or a related field. Professional certifications such as CFA, CA, or NISM (Series XV – Research Analyst) are highly preferred.

Professional Experience

Minimum 10‑15 years in equity advisory, equity research, or related roles within the financial services industry, with at least 5 years in a leadership capacity managing teams focused on HNI clients.

Technical Skills

Expert to advanced proficiency in fundamental analysis, technical charting, cash market operations, and derivatives (futures & options). Strong understanding of market dynamics, regulatory frameworks, and wealth management products.

Soft Skills

Passionate about equity markets with excellent leadership, communication, and interpersonal skills. Ability to thrive in a matrix organization, build relationships at all levels, and drive results through influence and collaboration.

Other Requirements

Willingness to travel as needed. Proven track record in driving revenue growth, client acquisition, and team development in a competitive financial environment.

What We Offer

• Opportunity to lead a high‑visibility national role in a trusted, growing financial services group.
• Competitive compensation package including base salary, performance‑based incentives, and other benefits.
• Opportunities for professional growth in a dynamic, established financial services organization.
• Access to advanced research tools, comprehensive training programs, and a collaborative work culture.
• Be part of a client‑centric culture with strong research and product backing.