We are seeking a seasoned qualified from leading stock broking companies to head our HNI Desk and drive growth within our premium client segment.
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Location: Pune
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Experience: 10–15 years in HNI/UNHI Acquisition.
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Client Acquisition & Market Expansion
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Lead acquisition of HNI & Ultra HNI clients through networks, referrals, and market connect
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Build robust presence within the affluent client ecosystem (entrepreneurs, promoters, specialists)
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Revenue Ownership & Business Growth
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Own broking revenue delivery across equity, derivatives, commodity, and currency segments.
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Drive growth in MTF book, client wallet share, and trading activity.
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Team Leadership & Performance
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Build and lead a team of HNI Relationship Managers and Advisors
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Drive a performance-led, ownership-driven culture.
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Client Relationships & Advisory
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Build and nurture relationships with top HNI/UHNI clients.
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Deliver tailored investment strategies and market insights.
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Advisory Excellence & Research Integration
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Drive a research-led advisory approach across the team
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Leverage fundamental and technical insights for high-conviction ideas.
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Cross-Sell & Wealth Integration
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Drive adoption of wealth products (MFs, PMS/AIF, structured products, insurance)
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Improve client wallet share and product penetration.
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Market Presence & Thought Leadership
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Represent the organization in client forums and market interactions
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Build solid external credibility and brand presence in the HNI segment
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Why to join us ?
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Opportunity to lead a high-visibility HNI business role
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Strong research and product platform
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Direct engagement with senior leadership
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Performance-driven culture with significant growth potential
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A platform combining entrepreneurial ownership with institutional strength.
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📌 Hni Desk Head Mumbai
🏢 ANAND RATHI SHARE AND STOCK BROKERS
📍 Mumbai
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