National Head - Equity Sales - HNI

HNI Vertical Strategy & Ownership

• Own and lead the HNI Vertical at a national level, including strategy, revenue, profitability, and growth outcomes across broking and wealth offerings.
• Define the HNI client segmentation framework (HNI & UHNI) and acquisition roadmap aligned to business objectives.

HNI & UHNI Client Acquisition

• Drive national acquisition strategies for HNI and Ultra-HNI clients (investable surplus 1 Cr+), with a primary focus on broking activation (equity, derivatives, commodities) to maximize brokerage revenues.

Wealth Cross-Sell & Wallet Share Expansion

• Lead cross-selling of HNI-focused wealth solutions including mutual funds, PMS, AIFs, fixed income, structured products, and insurance to deepen relationships and enhance lifetime value.

HNI Team Build-Out & Scale-Up

• Build, recruit, and scale a specialized HNI sales and relationship management team (Relationship Managers, Acquisition Managers) across metros (Mumbai, Delhi-NCR, Bengaluru, Kolkata, Chennai, Hyderabad, Pune, Ahmedabad) and select Tier-A cities.
• Attract and retain senior talent with strong HNI/UHNI client networks and market credibility.

Sales Governance & Productivity Management

• Set and drive national HNI sales targets, productivity benchmarks, and revenue KPIs.
• Monitor performance rigorously, coach teams, and implement best practices to deliver consistent growth.

Capability Building & Sales Enablement

• Design and deploy HNI-specific training programs, sales tools, and advisory frameworks to strengthen product expertise, client engagement, and market insights.

HNI Lead Generation & Ecosystem Development

• Build a scalable HNI lead generation ecosystem through referrals, client advocacy programs, digital outreach, curated events, strategic partnerships, research-driven engagement, and data analytics.

Matrix Collaboration & Regional Integration

• Work closely with regional heads, branch managers, and functional teams in a matrix environment to ensure alignment of HNI strategies and seamless execution across locations.

Compliance, Risk & Governance

• Ensure the HNI vertical operates in full compliance with SEBI regulations, internal risk policies, and ethical standards, maintaining a strong client-first culture.

Qualifications & Experience

• 18+ years of experience leading HNI/UHNI businesses within broking, wealth management, or private banking.
• Proven experience in setting up or scaling an HNI vertical at a national or large regional level.
• Strong expertise across broking products and HNI-focused wealth solutions, with a demonstrated cross-sell track record.
• Track record of building high-performing HNI teams across multiple geographies.
• Deep, established relationships with HNIs, UHNIs, and key market influencers in metro and Tier-A cities.