HNI Desk Head | Team Leadership & Revenue Growth

Role Overview

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

  .

Location- Delhi & Jaipur

Interested Candidates can Share resume -anjalisharma1@rathi.com

What's App- 9783801300