Head – HNI

3 weeks ago

Mumbai, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time

Role Overview

We are seeking an experienced and result-oriented professional to lead our HNI Desk in Mumbai. The ideal candidate will have a proven track record of acquiring and managing HNI & Ultra HNI clients, handling large wealth portfolios, and leading a team of Relationship Managers & Advisors. The role requires strong expertise in the Equity, Commodity & Currency markets along with knowledge of multiple wealth management products. This is a senior leadership role with full responsibility for business development, client servicing, team management, and P&L ownership of the HNI Desk.

Key Responsibilities

Client Acquisition & Relationship Management

  • Acquire new HNI/Ultra HNI clients through direct relationships, referrals, and business development initiatives.
  • Develop, nurture, and strengthen long-term client relationships by offering customized investment solutions.
  • Act as a trusted financial advisor, ensuring client portfolios are aligned with their goals, risk appetite, and market opportunities.
  • Regularly review portfolios, provide market updates, and suggest rebalancing strategies to maximize ROI.

Business Development & Revenue Growth

  • Drive revenue growth through broking activities across Equity, Commodity & Currency markets.
  • Identify and execute cross-selling opportunities in Mutual Funds, PMS, Insurance, Structured Products, Bonds, and Alternate Investments.
  • Contribute to the overall profitability by achieving individual as well as team-based business & P&L targets.
  • Monitor market trends, competitor activities, and new business opportunities to stay ahead in the industry.

Team Leadership & Development

  • Recruit, train, mentor, and lead a team of Relationship Managers & Advisors.
  • Provide guidance and motivation to ensure team members achieve their acquisition, revenue, and retention targets.
  • Conduct regular performance reviews and implement strategies for skill development & productivity enhancement.
  • Foster a performance-driven culture while ensuring high standards of client servicing and compliance.

Portfolio Advisory & Strategy

  • Conduct detailed portfolio analysis for clients and provide tailored investment strategies.
  • Stay updated with market research, global economic trends, and product knowledge to provide proactive advisory.
  • Ensure risk management frameworks are followed while delivering returns-driven solutions.
  • Support clients in achieving long-term wealth creation and financial security.

Compliance & Process Adherence

  • Ensure strict adherence to regulatory requirements, company policies, and compliance frameworks.
  • Maintain accurate documentation of client interactions, investment recommendations, and transactions.
  • Implement industry best practices to maintain client trust, transparency, and governance standards.

Desired Candidate Profile

  • 9 – 15 years of experience in Broking, Wealth Management, or Financial Services.
  • Proven expertise in acquiring and managing HNI/Ultra HNI clients with ticket sizes ranging from ₹25 lakhs to multi-crores.
  • Strong leadership qualities with experience in managing teams of RMs/Advisors.
  • Sound knowledge of Equity, Commodity & Currency markets, wealth products (MF, PMS, Insurance, Structured Products, Bonds).
  • Strong analytical, advisory, and portfolio management skills.
  • Excellent communication, presentation, and relationship-building abilities.
  • Entrepreneurial mindset with the ability to drive P&L growth.

Apply Now: nasimkhan@rathi.com

Contact: +91 9356968576

  • HNI Desk Head

    3 weeks ago

    Mumbai, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time

    ProfileHNI Desk HeadDesignationAVP & abovePRIMARY JOB RESPONSIBILITIES 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...

  • Head – HNI

    4 weeks ago

    Mumbai, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time

    Role OverviewWe are seeking an experienced and result-oriented professional to lead our HNI Desk in Mumbai. The ideal candidate will have a proven track record of acquiring and managing HNI & Ultra HNI clients , handling large wealth portfolios, and leading a team of Relationship Managers & Advisors. The role requires strong expertise in the Equity,...

  • Head – HNI

    4 weeks ago

    Mumbai, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time

    Role OverviewWe are seeking an experienced and result-oriented professional to lead our HNI Desk in Mumbai. The ideal candidate will have a proven track record of acquiring and managing HNI & Ultra HNI clients , handling large wealth portfolios, and leading a team of Relationship Managers & Advisors. The role requires strong expertise in the Equity,...

  • Head – HNI

    3 weeks ago

    Mumbai, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time

    Role OverviewWe are seeking an experienced and result-oriented professional to lead our HNI Desk in Mumbai. The ideal candidate will have a proven track record of acquiring and managing HNI & Ultra HNI clients, handling large wealth portfolios, and leading a team of Relationship Managers & Advisors. The role requires strong expertise in the Equity, Commodity...

  • Head – HNI

    2 weeks ago

    Mumbai, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time

    Job DescriptionRole OverviewWe are seeking an experienced and result-oriented professional to lead our HNI Desk in Mumbai. The ideal candidate will have a proven track record of acquiring and managing HNI & Ultra HNI clients, handling large wealth portfolios, and leading a team of Relationship Managers & Advisors. The role requires strong expertise in the...

  • Head – HNI

    3 weeks ago

    Mumbai, Maharashtra, India Anand Rathi Share and Stock Brokers Ltd Full time

    Role Overview We are seeking an experienced and result-oriented professional to lead our HNI Desk in Mumbai. The ideal candidate will have a proven track record of acquiring and managing HNI & Ultra HNI clients, handling large wealth portfolios, and leading a team of Relationship Managers & Advisors. The role requires strong expertise in the Equity,...

  • Head of Distribution

    2 days ago

    Mumbai, Maharashtra, India Intellectual Capital HR Consulting Pvt. Ltd. Full time ₹ 15,00,000 - ₹ 60,00,000 per year

    Role OverviewTheHead of Sales & Distributionwill spearhead sales and distribution strategy forin-house investment products (PMS, AIF, Quant Strategies)andexternal third-party productsacross multiple wealth segments. This is a leadership role, pivotal to scaling presence and building long-term client partnerships across HNIs, Family Offices, and...

  • Cluster Head

    2 days ago

    Mumbai, Maharashtra, India Agami Realty Full time ₹ 1,00,00,000 - ₹ 3,00,00,000 per year

    Company DescriptionAgami Realty focuses on creating environmentally conscious, future-ready spaces. With 50 years of experience and over 25 successful projects across the Mumbai Metropolitan Region, we specialize in integrating sustainability, technology, and art into every building we design. Our aim is to build a sustainable and vibrant future that...

  • PCG Dealer

    2 days ago

    Mumbai, Maharashtra, India Systematix Shares & Stocks Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Work experience - Min 6-10 years experience in driving HNI business.Roles and ResponsibilitiesMust have experience in Equity Dealing of HNI Clients.Handling Business Development Activity & Supporting HNI Group to enhance Business & increasing productivity of HNI vertical.Driving Equity & Third Party Business for given product in coordination with Regional...

  • Sales Head

    2 weeks ago

    Mumbai, Maharashtra, India Raj Enterprises Full time

    We are looking for a high-performing and strategic Sales Head to lead our real estate sales division. This role requires deep industry knowledge, strong leadership skills, and the ability to drive revenue through effective team management, client engagement, and market positioning. The ideal candidate will spearhead all sales initiatives across residential,...