Role & responsibilities

- Drive acquisition of HNI and UHNI clients with a robust focus on broking revenue growth.

- Recruit, train, mentor, and retain a high-performing team of HNI Relationship Managers and Dealers.

- Monitor and analyze client portfolios and provide strategic advisory services aimed at achieving optimal returns.

- Lead cross-selling initiatives for third-party products (TPPs) including Mutual Funds, PMS, AIFs, Structured Products, and other investment solutions.

- Effectively communicate and promote the organizations research insights and advisory recommendations to clients.

- Ensure timely preparation and submission of MIS and performance reports in line with business requirements.

Preferred candidate profile

- The candidate should have prior experience in the stock broking industry.

- A stable career track record is required, with a minimum tenure of 3+ years in the current organization.

- The role demands the ability to bring an existing team and independently build the business from a zero client base.

- The candidate will be responsible for onboarding and managing a team, comprising a mix of Relationship Managers and Dealers.

📌 HNI Relationship Head (Maharashtra)
🏢 Abacus Consultants
📍 Maharashtra