Job Title: HNI Desk Head Job Summary The HNI Desk Head will be responsible for driving business growth through acquisition and management of High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. The role involves leading a team of Relationship Managers and Advisors, generating revenue across Equity, Commodity, and Currency segments, and ensuring superior client engagement through wealth management and investment advisory solutions.

Key Responsibilities
Business Development & Revenue Generation
• Acquire and manage HNI and UHNI clients with a primary focus on generating broking revenue through Equity, Commodity, and Currency market segments.
• Drive revenue growth through both online and offline trading channels.
• Develop and implement strategies to increase client acquisition, retention, and wallet share. Team Management
• Recruit, train, mentor, and retain HNI Relationship Managers and HNI Advisors.
• Set performance targets and monitor team productivity to ensure achievement of business objectives.
• Build a high-performing sales and advisory team focused on client-centric solutions. Client Relationship Management
• Manage and strengthen relationships with existing HNI/UHNI clients.
• Understand clients' financial goals and provide customized investment solutions.
• Ensure high levels of client satisfaction and long-term engagement. Portfolio Advisory & Wealth Management
• Analyze and monitor client portfolios and provide advisory services aimed at optimizing returns and managing risk.




• Promote research-based investment recommendations and market insights generated by the organization's research team.
• Guide clients on asset allocation and investment strategies across various financial products. Cross-Selling & Product Promotion
• Drive cross-selling of wealth management products including:
• Mutual Funds
• Insurance
• PMS (Portfolio Management Services)
• Structured Products
• Alternate Investment Products and other approved offerings
• Increase product penetration and revenue contribution from non-broking products. Reporting & Compliance
• Ensure adherence to all regulatory and compliance guidelines.
• Submit periodic MIS reports and business updates as required by management.
• Monitor business performance metrics and implement corrective actions where necessary. Desired Candidate Profile
• Graduate/Postgraduate in Finance, Business Administration, or related field.
• 8+ years of experience in Wealth Management, Stock Broking, Capital Markets, or Financial Services.
• Proven experience in managing HNI/UHNI clients and leading sales/advisory teams.
• Solid knowledge of Equity, Commodity, Currency Markets, Mutual Funds, PMS, Insurance, and Wealth Management products.
• Excellent leadership, relationship management, and business development skills.
• NISM certifications preferred. Key Performance Indicators (KPIs)
• HNI/UHNI Client Acquisition
• AUM Growth
• Broking Revenue Generation
• Cross-Sell Revenue
• Team Productivity & Retention
• Client Retention and Satisfaction
• Achievement of Business Targets interested pls share on email id [email protected]

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