885 Hni Acquisition Jobs - Page 14

Roles and Responsibilities Manage a portfolio of High Net Worth Individual (HNI) clients through effective relationship management. Identify new business opportunities and acquire new HNI customers for the bank's products and services. Develop and maintain strong relationships with existing HNI clients to increase sales revenue and cross-sell third-party products. Collaborate with internal teams to resolve client issues, improve customer satisfaction, and enhance overall service delivery. Analyze market trends, competitor activity, and regulatory changes to stay updated on industry developments.

Designation : Relationship Manager Customer Engagement Responsibilities:- To up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling ICICI Prudential Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers. Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. Regards, Sandipa D 7980475998

-Responsible for acquiring NTF (new to the firm) clients -Revenue generation and maintenance of relationships with HNI/UHNI & corporate clients and offer wealth advisory services -Need to ensure the growth of AUM or book size.

Bajaj Broking is a 100% subsidiary of Bajaj Finance Limited offering wide spectrum of Capital Market Solutions covering Equities, Mutual funds, corporate deposits, Bonds, Insurance & Loans which are been offered to Corporates, High-net-worth individuals, and Families.Roles And Responsibilities: Client acquisition Capturing at least 4-5 new HNI/UHNI/PCG clients every month from (job city) and nearby locations, thereby contributing to development of the region. Active management of clients to maintain continuous trading, keep them informed about market changes and subsequent changes to portfolio, leading to achievement of self-targets as well as continuous revenue growth. Sales of equity and related products, cross selling of other financial products, ensuring and enhancing branch profitability Responsible for building MTF book from clients, ensuring book growth every month. Responsible for activation of trading account of clients in the system to maximize volume and brokerage revenue, assisting new entrants in the equity market to understand the dynamics of market. Maintain daily client activity. Ensure resolution of client queries within TAT Customer relationship management and client servicing, regular client meetings, building strong relationships to activate dormant clients. Ensuring complete adherence to Compliance and Risk management, with 0 errors Attain maximum reach of investment ideas/stock calls initiated. SKILLS AND KNOWLEDGE:a) Qualifications - Graduationb) Skills required: Strong product knowledge and understanding of capital market. Should have excellent communication skills along with strong presentation skills. Excellent Interpersonal Skills. Exceptionally high motivational levels and needs to be a self - starter.

Multiple position open in one of the Bank - Mumbai Location 1. RM -5.0+ Yrs YFRM 2. SO CASA - 3.0+ Yrs 3. NRI RO - 3.0+ Yrs 4. SO EXIM - 3.0+ Yrs 5. Branch Relationship Head (BRH) - 5.0+ Yrs Interested candidates Can DM - 8454061189.

Job Description: Zonal Sales Head North/West/South Department: Sales & Business Development Location: Sector 75, Gurugram (Corporate Office) Experience Required: 10-15 years (Experience with luxury products and high-net-worth clientele preferred) Education Required: MBA/PGDM Reports To: Director / CEO Industry: Premium Wood Fenestration Systems and Engineered Timber Construction About Artius Interior Products Pvt. Ltd. Founded in 2011, Artius Interior Products Pvt. Ltd. is Indias foremost authority in engineered wood, specialising in the design and manufacturing of high-end wood-based architectural products including premium doors, windows, timber houses, and glued laminated timber (Glulam) structures. With a commitment to innovation, design excellence, and sustainability, Artius has redefined the fenestration and construction landscape in India. Artius has successfully pioneered the adoption of Glulam and mass timber construction technologies, demonstrating their viability as a superior alternative to traditional building materials. Our work has contributed to establishing new benchmarks in responsible architecture and construction. For more information, visit: https://linktr.ee/Artius_interior Role Overview The Zonal Sales Head will lead the strategic business development initiatives for Artius across a designated region (North, West, or South India). This individual will be responsible for revenue growth, client acquisition, and long-term relationship management within the luxury interiors, architecture, and real estate segments. The ideal candidate will have a strong understanding of the premium building materials market and a proven ability to engage and close high-value business with high-net-worth individuals, architects, and designers. Key Responsibilities Sales Leadership Develop and execute regional sales strategies aligned with organizational objectives. Drive consistent growth in revenue and profitability for the assigned zone. Manage a team of sales professionals and oversee the full sales lifecycle from lead generation to closure. Client Engagement & Business Development Build and maintain relationships with HNIs, architects, interior designers, and project consultants. Conduct in-depth consultations to understand client needs and recommend appropriate solutions. Represent the company at high-level meetings and industry forums. Product Expertise & Solution Presentation Possess in-depth knowledge of Artius product offerings and technological advantages. Deliver clear, technically accurate presentations that demonstrate the design, functionality, and sustainability benefits of our solutions. Project Coordination Work in close collaboration with the design, engineering, and execution teams to ensure smooth project delivery. Monitor project timelines and client satisfaction throughout the delivery process. Market Intelligence Monitor trends in architecture, luxury interiors, and construction to inform business development efforts. Analyze competitor activities and market dynamics to refine positioning strategies. Sales Reporting & Forecasting Maintain accurate records of sales activities, pipelines, forecasts, and account performance. Provide structured reports and strategic feedback to senior leadership on market opportunities and risks. Negotiation & Deal Closure Lead negotiations for complex, high-value contracts with multiple stakeholders. Finalize agreements that meet client needs while aligning with business objectives. Experience and Expertise A minimum of 1012 years of experience in high-value B2B sales, preferably within luxury construction, premium architectural materials, or real estate. Proven track record of working with high-net-worth clients and managing complex sales cycles. Prior exposure to fenestration systems, wood products, or sustainable construction solutions is highly desirable. Education A postgraduate degree in Business Management, Marketing, Architecture, or Construction Management. Skills and Attributes Strong interpersonal, communication, and negotiation skills. Detail-oriented approach with a focus on client satisfaction and quality. High level of integrity, professionalism, and ability to manage executive-level relationships. Strategic thinking with a solution-oriented mindset. Ability to work collaboratively across functions and lead regional teams. What We Offer A leadership position within a high-growth, design-led, and innovation-focused organization. Competitive compensation structure with performance-linked incentives. Opportunities to work on marquee projects in collaboration with leading architects and designers. Exposure to cutting-edge sustainable building technologies and premium market segments. Long-term career growth in a company redefining the premium wood products industry in India. Application Process Qualified candidates may send their resume at careers@artius.in

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Frazer Town, Halasuru, V V Puram, Church Street, Wilson Garden, Infantry Road & Cambridge Road - Ulsoor) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas : Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank Mount Kailash, No 33/5 Meanee Avenue Road, Halasuru, Bengaluru - 560042 (Branch Code - 286) Date: 03rd July25 (Thursday) Time – 10:00 AM to 11:30 AM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Role & responsibilities Managing and growing a portfolio of HNI clients. Identifying and acquiring new HNI clients. Providing financial advice and solutions tailored to HNI clients' needs. Cross-selling and upselling bank products and services. Monitoring client portfolios and investment performance. Ensuring client satisfaction and resolving any issues or concerns. Recording all sales activities accurately and adhering to compliance guidelines. Developing and implementing strategies to deepen client relationships and increase profitability

Advising clients with regards to their Investment in Equity & Derivative Market, Place orders on their behalf.Building relationships with the client Responsible for achieving brokerage.New Client Acquisition Executing Trades Orders

Role Overview: As a Director Family Office & HNW, you will be responsible for managing and growing key client relationships with UHNIs and Family Offices. This is a strategic advisory role focused on delivering tailored investment solutions, building deep client relationships, and contributing to the growth of the firms high-value portfolio. Key Responsibilities: Build and maintain strong relationships with new and existing HNW and Family Office clients Act as a strategic advisor by understanding financial goals and providing bespoke investment advice Lead client acquisition and business development efforts to grow the segment Collaborate with internal advisory, research, and investment teams to deliver comprehensive wealth management solutions Track and analyze client portfolios, manage risk, and identify optimization opportunities Cross-sell and upsell services such as succession planning, family governance, philanthropy, and estate planning Ensure high client satisfaction through consistent, high-touch engagement and proactive service delivery Stay updated on market trends and contribute to strategic initiatives and special projects Desired Candidate Profile: 12-18 years of experience in wealth management or investment advisory Proven track record of managing HNW/UHNI relationships Strong understanding of financial markets, investment products, and portfolio management Exceptional communication, interpersonal, and relationship-building skills Ability to think strategically and provide end-to-end financial solutions Strong business development acumen and client-centric mindset

Role & responsibilities • Acquire and upgrade quality clients in the branch location areas to Treasures segment. • Engage with existing customers to deepen the wallet share through retention and growth of AUM. • Accountable for achieving monthly & annual volume and revenue objective, as agreed. • Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth • Ensure proper implementation & execution of product strategies through effective relationship management. • Develop the client trust and loyalty for entrenched relationship with through lifestyle and beyond banking propositions • Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. • Drive and deliver exemplary customer service in the local market and uphold service standards. • Ensure internal and regulatory compliance through strict adherence to sales process, timely risk reviews and exercising due diligence while on-boarding. • Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc. Preferred candidate profile

Position - Wealth Manager for Clients Company - Registered investment advisory company Location - Chennai Salary - 5lpa - 10 lpa Job Role Channel Partner DSA/Channel/Advisors Acquisition Driving sales through channels such as IFAs(Independent Financial Advisers ), Financial Institutions & Family Offices Responsible for business development through alliances Devise appropriate marketing and promotional strategies that lead to deliver better ROI Set-up a team of relationship managers for acquisition of IFAs, sub-brokers Required Talent- 3- 7 yrs. experience into direct selling of financial products from any financial services industry, Sales experience in direct selling of financial products like Equity/ Mutual Fund/Commodity/ Derivatives sales, PMS & AIF. Pleasing and positive attitude Should be a self-starter, proactive & target oriented. Relationship building skills Have handled Minimum 50lpa,portfolio of 1 clients Candidates with an existing AUM size of 20cr and a network among HNIs will have an advantage. Share me resume on - charvi.a@ipsgroup.co.in.

Role & responsibilities: • Acquire and upgrade quality clients in the branch location areas to Treasures segment. • Engage with existing customers to deepen the wallet share through retention and growth of AUM. • Accountable for achieving monthly & annual volume and revenue objective, as agreed. • Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth • Ensure proper implementation & execution of product strategies through effective relationship management. • Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. • Drive and deliver exemplary customer service in the local market. • Ensure internal and regulatory compliance through strict adherence to Client sales process, timely risk reviews and exercising due diligence while on-boarding. • Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.

• Acquire and upgrade quality clients in the branch location areas to Treasures segment. • Engage with existing customers to deepen the wallet share through retention and growth of AUM. • Accountable for achieving monthly & annual volume and revenue objective, as agreed. • Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth • Ensure proper implementation & execution of product strategies through effective relationship management. • Develop the client trust and loyalty for entrenched relationship with through lifestyle and beyond banking propositions • Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. • Drive and deliver exemplary customer service in the local market and uphold service standards. • Ensure internal and regulatory compliance through strict adherence to sales process, timely risk reviews and exercising due diligence while on-boarding. • Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.

Role & responsibilities: • Acquire and upgrade quality clients in the branch location areas to Treasures segment. • Engage with existing customers to deepen the wallet share through retention and growth of AUM. • Accountable for achieving monthly & annual volume and revenue objective, as agreed. • Ensure activation of e-Channels (I-Banking / M-Banking/ Online MF/Debit Card) and Savings Book growth • Ensure proper implementation & execution of product strategies through effective relationship management. • Ensure optimum product mix and new- to- product clients aimed at customer level profitability and enhancing client coverage. • Drive and deliver exemplary customer service in the local market. • Ensure internal and regulatory compliance through strict adherence to Client sales process, timely risk reviews and exercising due diligence while on-boarding. • Ensure exemplary service delivery of these clients by building appropriate workflows and processes incl. doorstep banking etc.

Conduct comprehensive financial assessments,Develop & present customized financial plans including investment strategy, tax & retirement planning, Regularly review client portfolios CFP Certification is mandatory. hr@finoexecutivesearch.com

This role is to acquire B2C or B2B clientele & build a portfolio. Client Acquisition Relationship ManagementMarketing Business Development:Financial Product Expertise Financial& Product Expertiseunderstanding of financial markets,investment products Required Candidate profile The person will also be responsible for Business Development, Portfolio Performance Analysis, Portfolio Modelling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management

Direct Responsibilities: Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, InvesTiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new client Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities : • To acquire new clients and activate them with asset collection. • Ensure 2-3 client meetings are done per day within your territory. Interested candidates can share CV to vinith.yadav@branch.sharekhan.com or watsapp-7338112258

Greeting from HDFC Bank!! We have urgent opportunity of Preferred Relationship Manager based across Bangalore. Job Locations: Bangalore (Frazer Town, Halasuru, V V Puram, Church Street, Wilson Garden, Infantry Road & Cambridge Road - Ulsoor) Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) - Preferred Relationship Manager-RBB Job Title : Preferred Relationship Manager Business Unit (PA) : Retail Branch Banking Team : Retail Branch Banking Reports to (job) :Branch Manager/ Head Relation Banking Job Fn : Sales & Portfolio Management Role Type: IC Job Purpose Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred relationships. To be a one point contact for all his financial needs and services, thus enhancing current relationship value and wallet share which will further increase profitability from these relationships. Key Responsibility Areas : Activities HNW Portfolio Management ( Acquiring, Enhancing, Deepening and Retention) Liaising with PB/ Preferred RM to flag eligible customers form Classic/ Preferred portfolio Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile. Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG. Attrition control of customers Achieving MTD and YTD Revenue Targets Operations, Marketing & Processes Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc) Ensure KYC / AML norms are adhered to at all points of time Ensure that 5-S norms are adhered to for individual's workstation Increase in wallet share Look for opportunities to cross sell any other product of the Bank, to ensure that HDFC Bank is a one stop shop & solution for all banking needs of the Imperia Customer Sales to family members and associates (all network) Ensure that optimal levels of Income generating Product Group Holding (IPGH) is reached Product Penetration & contribution towards focused product Ensure that an optimal level of Income generating Product Group Holding (IPGH) is reached. Enhance client's Customer to Group (CTG) level Customer Service Ensure quality customer service is delivered. All customer queries and complaints are being resolved within TAT. The customer is informed about any regulatory or process change. Keep the customer updated on program features. Ensure timely customer communication on requests and concerns raised. Proactive complaint management through feedback from customers. Promoting all direct banking channels and ensuring that the customer is utilizing the same Ensuring that customers are introduced to the RBH / BM and PSO (PBA in case of a non PSO branch) so that there is back up when the customer visits the branch, and the RM is out Ensure smooth transition of handover/takeover of the portfolio Educational Qualifications Key Skills ( examples listed below) Graduation Post-Graduation Certifications: AMFI Certification IRDA Certification NCFM Certification (Optional) Sales and Influencing Skills Banking Product & Process Knowledge NRI Product and Regulatory Knowledge Planning and Organizing Skills Good Communication skills Knowledge of Competition & Current trends in the financial Industry . Experience Required : Minimum experience in years 2 to 6 Exposure to Portfolio Management segment (Preferred) Major Stakeholders (intra team and cross functional stakeholders, who would need to be interacted with for discharging duties) Customers Branch Banking Team Operations Product Team Asset Team Treasury Credit Life / General and Health Insurance Partners AMCs HDFC Securities Please share updated resume on abhaikumar.srivastava@hdfcbank.com with following details Current CTC : Expected CTC : Cureent Location : Preferred Location : Notice Period to join : Note: Candidates having 5+ years experience in Banking and Wealth Management need to apply. Interested candidates can directly walk-in at Interview Venue : HDFC Bank Mount Kailash, No 33/5 Meanee Avenue Road, Halasuru, Bengaluru - 560042 (Branch Code - 286) Date: 03rd July25 (Thursday) Time – 10:00 AM to 11:30 AM Warm Regards, Abhai Srivastava Talent Acquisition Partner RBB South2 abhaikumar.srivastava@hdfcbank.com

Acquiring new clients & providing advice on financial investments by selling Mutual Funds, General & Health Insurance. Maintaining existing/new clients for improving our market share. Required Candidate profile Must have NISM-5A certification or IRDA certification, Certified Financial Planner will be a plus, have prior & proven record of mutual funds & Insurance sales, Financial Services - Asset Management Perks and benefits Salary shall be commensurate in accordance to AUM

Role & responsibilities: Acquisition of HNI's only. Selling TPP and Generating Revenue. Building CASA book size. Preferred candidate profile: Good coordinator with different channels. Excellent communication skills. Should have some knowledge and experience in Portfolio Management. Should have some existing base of customers Having more than 1-2 year work experience

In this role, you would be responsible for Managing business through channels like IFAs (Individual Financial Advisors), Banks & National Distributors and increase AUM.

Roles and Responsibilities HNW Portfolio Management (Acquiring, Enhancing, Deepening and Retention) Acquire new customers who meet product criteria Regular interaction with the customer to build rapport to understand and update the profile Enhance the Overall value/book size of the portfolio Maintain the overall quality / hygiene parameters of the portfolio Cross selling products of the bank based on the customer need Joint calls being done along with Supervisor as per defined process Advisory services to be offered based on the requirement in coordination with PBG Attrition control of customers• Achieving MTD and YTD Revenue Targets Desired Candidate Profile Min 5+ Years of relevant experience into Branch Banking Perks and Benefits Best in the Industry Job Location: Thane, South Mumbai (All Areas), Mumbai Suburbs, Navi Mumbai, Mumbai Central, Harbour Line Role: NR RM/ Wealth RM/ BRH (TL Role for Wealth) / BM (Branch Banking) Interested may contact on 8369106722 for more details or apply for the same. ***ONLY Relevant Candidates do apply*** Thanks & Best Regards, Anu Gupta Sr Recruitment Officer Talent Ahead India Pvt. Ltd. / IMSA India +91 8369106722 URL : www.talentahead.in , www.imsa-search.com

Handle portfolio of HNI Clients, of all Banks Group products, services & resources in order to maximize the value Manage the Buss & Br banking and investments relationship with clients knowledge of CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 3 - 8 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

Dear, Hope you doing great! Have an opening for below mentioned role with Leading Financial services broking and wealth management firm Location: Mumbai ( If interested & ready to relocate pl apply) Designation - HNI Head Location: Mumbai Reporting to: Regional Director Industry: Broking / Wealth Management / Capital Markets Job Summary: We are seeking a dynamic and experienced HNI Desk Head (AVP & above) to lead our High Net-Worth Individual (HNI) vertical in Mumbai. The ideal candidate will be a playing captain, directly managing key HNI relationships while leading a team of 34 Relationship Managers/Advisors. A strong focus on broking revenue (minimum 6070% of total revenue) is essential. Key Responsibilities: Client Acquisition & Management: Acquire and manage relationships with HNI and Ultra-HNI clients Ensure broking remains the primary revenue driver (Equity, Commodity, Currency) Offer portfolio advisory with a focus on high ROI and client retention Team Leadership: Recruit, train, and manage a team of 34 HNI RMs/Advisors Drive team performance through ongoing mentoring and performance tracking Revenue Ownership: Achieve business targets with at least 6070% mix from broking revenue Cross-sell financial products: Mutual Funds, Insurance, PMS, Structured Products Client Engagement & Advisory: Analyze client portfolios and deliver strategic investment advice Promote in-house research and advisory insights Reporting & Compliance: Submit timely MIS and performance reports Ensure compliance with regulatory and internal policy guidelines Key Requirements: Experience: Total: 1012 years, with 57 years in HNI Wealth/Capital Markets Team Management: 57 years (minimum team size 34) Strong exposure to Equity, Commodity & Currency broking Education: Graduate required; Postgraduate/MBA in Finance preferred Preferred Industry Background: Stock Broking Firms (e.g., Motilal Oswal, ICICI Securities, Angel One) Wealth Management (e.g., IIFL Wealth, 360 ONE) If interested, kindly revert with updated CV mentioning below details on preksha@topgearconsultants.com for more company details. Pl share your resume; Mentioning BELOW DETAILS mandatory Current Location Preferred Location Highest Qualification: Years of Exp Current Salary Expected Salary Notice Period Availability for Personal interview Regards, preksha shanbhag Visit us at www.topgearconsultants.com