Head Of Premium Client Advisory Mumbai (India)

Head Of Premium Client Advisory Mumbai (India)

03 Oct
|
ANAND RATHI SHARE AND STOCK BROKERS
|
India

03 Oct

ANAND RATHI SHARE AND STOCK BROKERS

India

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

Location: Pune Experience: 10–15 years in HNI/UNHI Acquisition.

Client

Acquisition & Market Expansion - Lead acquisition of HNI & Ultra HNI clients through networks, referrals, and market connect
Build robust presence within the affluent client ecosystem (entrepreneurs, promoters, professionals) 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. Team Leadership & Performance - Build and lead a team of HNI Relationship Managers and Advisors
Drive a performance-led, ownership-driven culture.

Client

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

Advisory





Excellence & Research Integration - Drive a research-led advisory approach across the team
Leverage fundamental and technical insights for high-conviction ideas. Cross-Sell & Wealth Integration - Drive adoption of wealth products (MFs, PMS/AIF, structured products, insurance)
Improve client wallet share and product penetration.

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
Solid research and product platform
Direct engagement with senior leadership
Performance-driven culture with significant growth potential
A platform combining entrepreneurial ownership with institutional strength.

📌 Head Of Premium Client Advisory Mumbai (India)
🏢 ANAND RATHI SHARE AND STOCK BROKERS
📍 India

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