HNI Desk Head Wealth Management

Position:

About the Role:

Key Responsibilities:

• Acquire and manage HNI & Ultra HNI clients with focus on revenue generation through Equity, Commodity, and Currency segments.

• Lead, mentor, and retain a team of HNI Relationship Managers, Advisors, and Desk Heads.

• Drive cross-selling of key products including Mutual Funds, PMS, Structured Products, and Insurance.

• Manage existing client relationships and ensure consistent portfolio growth.

• Provide investment advisory services, ensuring high ROI and client satisfaction.

• Monitor and analyze client portfolios, providing research-based recommendations.

• Ensure timely submission of MIS and business reports.

Requirements:

• Minimum 7 years of experience in wealth management, investment advisory, or related domains.

• Proven track record of managing HNI/Ultra HNI portfolios and achieving sales targets.

• Strong knowledge of financial markets, mutual funds, PMS, and other investment products.

• Excellent leadership, relationship management, and communication skills.

• Based in or willing to relocate to Mumbai.

Why Join Us

• Opportunity to work with a leading financial services brand.

• Attractive compensation package (25 to 40 LPA) plus performance incentives.

• High-growth role with leadership responsibilities and client ownership.