01Overview
We are seeking a seasoned professional from leading stock broking companies to head our HNI Desk and drive growth within our premium client segment.
Location: Mumbai | Pune | Nagpur
Experience: 1015 years in HNI/UNHI Acquisition.
Client Acquisition & Market Expansion
Lead acquisition of HNI & Ultra HNI clients through networks, referrals, and market connectBuild strong 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 AdvisorsDrive 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 teamLeverage 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 interactionsBuild strong external credibility and brand presence in the HNI segment
Why to join us
Opportunity to lead a high-visibility HNI business roleStrong research and product platformDirect engagement with senior leadershipPerformance-driven culture with significant growth potentialA platform combining entrepreneurial ownership with institutional strength. .
