HNI Desk Head

AnandRathi

10 - 20 years

18 - 30 Lacs

Ahmedabad Jaipur Mumbai (All Areas)

Posted:10 hours ago| Platform:

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Skills Required

Team Handling HNI Acquisition Ultra Hni Brokerage Generation Mutual Funds Client Relationship Management Client Portfolio Equity Broking HNI Client Handling Revenue Generation Wealth Management HNI Client Acquisition PMS Team Leading

Work Mode

Work from Office

Job Type

Full Time

Job Description

HNI Desk

Key Responsibilities

Acquire, manage & retain HNI & Ultra HNI clients with focus on broking revenues
Manage the complete P&L of the HNI Desk
Recruit, train & lead a team of HNI RMs and Advisors
Monitor client portfolios and offer advisory services for high ROI
Execute cross-sell strategies for Mutual Funds, PMS, Insurance & Structured Products
Drive revenues across online & offline platforms
Work closely with research & advisory teams to deliver investment recommendations
Ensure timely MIS reporting and performance tracking

Desired Candidate Profile

10+ years of experience in Equity Broking / Capital Markets / Wealth Management
Prior experience in handling HNI & Ultra-HNI clients with strong revenue track record
Proven leadership in managing and scaling teams
Deep understanding of financial products across asset classes
Strong communication, networking, and relationship-building skills
Existing client relationships and team-building capabilities are a plus

Education

UG: Any Graduate
PG: MBA/PGDM Finance (preferred), or equivalent

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