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.

nTeam 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.

nResearch 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.

nCapability 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.

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

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

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

nMarket Expertise Application:



Utilize deep insights into equity markets (fundamentals, technicals, cash, F&O;) to identify opportunities, mitigate risks, and optimize client portfolios for long-term wealth growth.

nPerformance Monitoring and Reporting: Track key metrics, analyze trends, and report on advisory performance, revenue contributions, and client satisfaction to senior leadership.

nRequired Qualifications and Experience:

nEducational Background: Bachelor's or master's degree in finance, Economics, Business Administration, or a related field. Professional certifications such as CFA, CA, or NISM (Series XV - Research Analyst) are highly preferred.

nProfessional Experience: Minimum 10-15 years in equity advisory, equity research, or related roles within the financial services industry, with at least 5 years in a leadership capacity managing teams focused on HNI clients.

nTechnical Skills: Expert to advanced proficiency in fundamental analysis, technical charting, cash market operations, and derivatives (futures & options). Strong understanding of market dynamics, regulatory frameworks, and wealth management products.

nSoft Skills: Passionate about equity markets with excellent leadership, communication, and interpersonal skills. Ability to thrive in a matrix organization, build relationships at all levels, and drive results through influence and collaboration.

nOther Requirements: Willingness to travel as needed. Proven track record in driving revenue growth, client acquisition, and team development in a competitive financial environment.

nWhat We Offer

n

n
- Opportunity to lead a high-visibility national role in a trusted, growing financial services group.
n
- Competitive compensation package including base salary, performance-based incentives, and other benefits.
n
- Opportunities for professional growth in a dynamic, established financial services organization.
n
- Access to advanced research tools, comprehensive training programs, and a collaborative work culture.
n
- Be part of a client-centric culture with strong research and product backing.
n

📌 National Head - Equity Advisory - HNI (Mumbai)
🏢 Anand Rathi Share and Stock Brokers
📍 Mumbai