HNI Desk Manager

1 day ago

Mumbai, Maharashtra, India beBeeLeadership Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Lead High Net Worth Client Desk

As a seasoned professional, you will oversee our Mumbai-based HNI Desk, responsible for acquiring and managing high net worth clients.

  • 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.

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