This is a strategic leadership position combining individual contributions with team management responsibilities. As the National Head - Equity Advisory for the HNI Business at Anand Rathi Shares & Securities Limited, you will spearhead the equity advisory function nationwide, driven by a deep passion for equity markets and leveraging extensive expertise in equity advisory and research.

Team Leadership and Performance Management: Lead and mentor a team of HNI advisors across metros and select Tier-A cities, driving them to achieve Key Result Areas (KRAs) including brokerage revenues, equity products sales, Margin Trading Facility (MTF) book growth, client acquisition via referrals, client activations, cross-selling opportunities, client servicing, and strengthening client relationships.

Research and Product Innovation: Drive the adoption and implementation of research ideas, products, and strategies in coordination with fundamental and technical equity research teams (institutional and retail)



to ensure delivery of high-impact wealth creation solutions customized to HNI/Ultra HNI client needs.

Capability Building: Develop and enhance the knowledge and skills of HNI advisors through training programs, workshops, and ongoing guidance to enable them to provide world-class service to HNI and Ultra HNI clients.

Client Relationship Management: Build and nurture personal relationships with the company's top clients, ensuring exceptional service delivery and addressing their unique investment requirements.

Business Development Support: Assist the sales team in acquiring new clients by actively servicing prospective clients, demonstrating expertise in equity markets, and showcasing value-added advisory services.

Cross-Functional Collaboration: Work in a matrix setting to coordinate with local leadership, including Regional Heads and Branch Managers, to align advisory efforts with regional business goals and ensure seamless execution.

Market Expertise Application:

📌 National Head (Mumbai)
🏢 Anand Rathi Share and Stock Brokers
📍 Mumbai