We are seeking a seasoned professional from leading broking companies to head our HNI Desk and drive growth within our premium client segment.

Location: Mumbai | Pune | Nagpur

Experience: 10 15 years in HNI / UHNI acquisition.

1. Client Acquisition & Market Expansion

- Lead acquisition of HNI & Ultra HNI clients through networks, referrals, and market connect
- Build solid presence within the affluent client ecosystem (entrepreneurs, promoters, professionals)

2. Revenue Ownership & Business Growth

- Own broking revenue delivery across equity, derivatives, commodity, and currency segments.
- Drive growth in MTF book, client wallet share, and trading activity.

3. Team Leadership & Performance

- Build and lead a team of HNI Relationship Managers and Advisors
- Drive a performance-led, ownership-driven culture.

4. Client Relationships & Advisory

- Build and nurture relationships with top HNI/UHNI clients.
- Deliver tailored investment strategies and market insights.

5.



Advisory Excellence & Research Integration

- Drive a research-led advisory approach across the team
- Leverage fundamental and technical insights for high-conviction ideas.

6. Cross-Sell & Wealth Integration

- Drive adoption of wealth products (MFs, PMS/AIF, structured products, insurance)
- Improve client wallet share and product penetration.

7. Market Presence & Thought Leadership

- Represent the organization in client forums and market interactions
- Build strong external credibility and brand presence in the HNI segment

Why to join us ?

- Opportunity to lead a high-visibility HNI business role
- Strong research and product platform
- Direct engagement with senior leadership
- Performance-driven culture with significant growth potential
- A platform combining entrepreneurial ownership with institutional strength.

📌 HNI Desk Head (Mumbai)
🏢 ANANDRATHI
📍 Mumbai