Role & responsibilities
Drive acquisition of HNI and UHNI clients with a solid 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 reliable 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 Karnataka
🏢 Abacus Consultants
📍 Karnataka