– HNI Relationship ManagerCompany: Anand Rathi Share and Stock Brokers Ltd. (ARSSBL)

Location: Hyderabad

Employment Type: Full-Time | On-Site

Department: Wealth Management / Private Client Group (PCG)

About Anand Rathi Share and Stock Brokers Ltd.Anand Rathi Share and Stock Brokers Ltd. (ARSSBL) is part of the Anand Rathi Group, a leading financial services organisation founded in 1994. The Group provides a comprehensive range of financial services and wealth management solutions to individuals, high-net-worth individuals (HNIs), families, institutions, and corporations.

With a strong pan-India presence and international offices, ARSSBL offers a wide range of investment products and services supported by research, advisory expertise, digital platforms, and a robust branch network. The company serves diverse client segments through channels such as Online, Branch, PCG, Preferred, and Privilege, providing opportunities for professionals to build rewarding careers in investment services and wealth management.

Role OverviewWe are looking for a dynamic, result-oriented HNI Relationship Manager with strong direct sales capabilities, an established professional network, and experience in acquiring and managing high-net-worth clients.

The candidate will be responsible for developing a quality HNI client portfolio, managing client investments and AUM, generating revenue through a diversified product portfolio, and building long-term client relationships. The role requires strong local market knowledge, a proactive business development approach, and the ability to identify and convert new business opportunities.

Roles & Responsibilities1. HNI Client Acquisition & Business Development

- Acquire quality HNI clients through personal networking, referrals, market intelligence, professional connections, and existing databases.
- Build and maintain a strong personal client network and independently generate recent business opportunities.




- Identify prospective HNI and affluent clients in the local market and convert prospects into active clients.
- Develop local market intelligence on competitors, investment trends, client preferences, and business opportunities.

2. Wealth Management & Product Sales

- Understand client financial objectives, investment horizons, liquidity requirements, and risk profiles to recommend suitable investment solutions.
- Acquire and manage client investments across Equity, Mutual Funds, Life and Health Insurance, Portfolio Management Services (PMS), Structured Products, and other approved offerings.
- Drive the designated Focus Product of the Month and strategic business initiatives.
- Identify cross-selling and up-selling opportunities to increase client wallet share, AUM, and revenue.

3. Portfolio Management & Client Servicing

- Conduct periodic portfolio reviews and provide relevant market updates and investment insights.
- Build long-term relationships through proactive engagement, timely follow-ups, and high-quality client servicing.
- Focus on client retention, portfolio growth, customer satisfaction, and relationship deepening.
- Coordinate with research, product, operations, and other internal teams to deliver timely and effective client solutions.

4. Business Performance & Revenue Generation

- Achieve assigned targets for client acquisition, AUM, revenue, product penetration, and other business parameters.
- Prepare and execute a structured business development plan to ensure consistent lead generation and conversions.
- Monitor business performance and identify opportunities to improve productivity and revenue contribution.

5. CRM, MIS & Regulatory Compliance





- Maintain accurate client records, sales pipelines, business activities, and follow-ups in internal CRM and designated systems.
- Ensure timely documentation and reporting of client interactions and business transactions.
- Follow applicable SEBI regulations, internal policies, product suitability requirements, and compliance procedures.

Qualifications & Experience
- Bachelor's degree in Finance, Commerce, Business Administration, Economics, or a related discipline.
- Relevant experience in wealth management, banking, stock broking, private banking, or investment services.
- Prior experience in HNI client acquisition, portfolio management, and AUM handling will be preferred.
- NISM certifications relevant to the products handled will be an advantage, as applicable to the role.

Required Skills & Competencies
- Strong direct sales, prospecting, and client acquisition capabilities.
- Established HNI/affluent client network and local market understanding.
- Knowledge of Equity, Mutual Funds, Insurance, PMS, Structured Products, and financial markets.
- Strong relationship management, negotiation, communication, and presentation skills.
- Ability to identify business opportunities and achieve sales targets.
- Analytical skills to understand client portfolios and investment requirements.
- Proficiency in CRM systems, trading platforms, MS Excel, and business reporting.
- High standards of integrity, client confidentiality, and regulatory compliance.

Preferred Candidate ProfileCandidates from Banking, Stock Broking, Wealth Management, Private Banking, and Investment Services with a demonstrated track record of acquiring HNI clients, managing client AUM, generating investment product revenue, and maintaining strong client relationships will be preferred. Key Performance Indicators (KPIs): HNI client acquisition, net new AUM, revenue generation, product penetration, client retention, and compliance adherence.

📌 HNI RELATIONSHIP MANAGER (Hyderabad)
🏢 Anand Rathi Share and Stock Brokers
📍 Hyderabad