HNI Desk Head

2 days ago

Ahmedabad Mumbai Pune, India AnandRathi Full time ₹ 15,00,000 - ₹ 25,00,000 per year

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.

Role & 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.

Preferred 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.

  • HNI Desk Head

    5 days ago

    Pune, Maharashtra, India Huntsmen and Barons Full time ₹ 88,800 - ₹ 30,00,000 per year

    PRIMARY 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 HNI client relationships with efforts on...

  • HNI Desk Head

    7 hours ago

    Hyderabad, Jaipur, Mumbai, India Abdc Connect Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Primary Job ResponsibilitiesAcquisition 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 HNI client relationships with efforts on revenue...

  • Head – HNI

    4 weeks ago

    Mumbai, 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...

  • VRM|| HNI

    1 week ago

    Navi Mumbai, Maharashtra, India Shunya Tattva Management Consultants Full time ₹ 1,90,000 - ₹ 6,00,000 per year

    Job Opportunities Thane (BFSI Sector | Multiple Openings)We are hiring for various roles in Customer Support & Relationship Management.Great opportunity for Freshers & Experienced candidates to build a long-term career in the BFSI sector.Salary Range: 19,000 Inhand 6 LPA + Incentives & AllowancesConsolidated Roles AvailableDigital Journey Assistance...

  • Head Family Office

    5 hours ago

    Mumbai, Maharashtra, India Intellectual Capital Hr Consulting Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Looking for a Family Office Head for a renowned organisation.Below is the JD,Segment/Clients that he/she will cater to :This person will oversee the entire desk operations, he will have to have understanding of trading software, operations, margin protocol and fundamental knowledge to speak to clients. These will be ultra HNI, who will have a large equity...

  • Monarch Networth Capital

    3 weeks ago

    Mumbai, India Monarch Networth Capital Limited Full time

    Dealer - Debt Market (Deal Placement Desk)Location: Mumbai - Goregaon EastReports To: Head - Debt Market (Deal Placement Desk)Role Overview:The Dealer - Deal Placement Desk will be responsible for distributing and placing fixed-income products with investors, driving subscriptions for debt issuances, and ensuring successful closure of deals. The role demands...

  • Dealer - Debt Market (Deal Placement Desk)

    2 weeks ago

    Mumbai, Maharashtra, India Monarch Networth Capital Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Dealer - Debt Market ( Deal Placement Desk )Location: Mumbai - Goregaon EastDepartment: Debt Capital Markets - Deal PlacementReports To: Head - Debt Market (Deal Placement Desk)Role Overview:The Dealer Deal Placement Desk will be responsible for distributing and placing fixed-income products with investors, driving subscriptions for debt issuances, and...

  • Head of Investor Relations

    2 days ago

    Ahmedabad, Gujarat, India Skyleaf Consultants LLP Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    We're Hiring | Head – Investor Relations (Retail Investors)Location:AhmedabadExperience:8–12 Years in Wealth Management / Real Estate AdvisoryContact:Saumya | | Client:Confidential (Wealth & Real Estate Advisory)About the Role:We're looking for an experienced professional to lead ourRetail Investor Relationsfunction. This role will oversee the full...

  • Debt Dealer

    2 weeks ago

    Mumbai, India Searchlight HR Services Full time

    Currently we have an excellent opportunity with India's oldest & most trusted names in financial services space. **Location - **Nariman Point, Mumbai. **Designation** - Debt Dealer **Working Days & Timings** - 6 days a week with Saturday as half days **Employee Head count** - 200+ **Responsibilities**: **-** - Dealing in Secondary Market activities both...

  • Head - Debt Market (Deal Sourcing Desk)

    2 weeks ago

    Mumbai, Maharashtra, India Monarch Networth Capital Full time ₹ 1,50,00,000 - ₹ 2,50,00,000 per year

    Job Title: Head - Debt Market (Deal Sourcing Desk)Location: Mumbai - Goregaon EastRole Overview:The Head of Debt Market - Deal Sourcing Desk will be responsible for identifying, originating, and sourcing high-quality debt market opportunities. This role involves building strong relationships with corporates, financial institutions, and intermediaries to...