HNI Desk Head
2 days ago
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.
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