HNI Relationship Head

Role & responsibilities

• Drive acquisition of HNI and UHNI clients with a strong focus on broking revenue growth.
  
• Recruit, train, mentor, and retain a high-performing team of HNI Relationship Managers and Dealers.
  
• Monitor and analyze client portfolios and provide strategic advisory services aimed at achieving optimal returns.
  
• Lead cross-selling initiatives for third-party products (TPPs) including Mutual Funds, PMS, AIFs, Structured Products, and other investment solutions.
  
• Effectively communicate and promote the organizations research insights and advisory recommendations to clients.
  
• Ensure timely preparation and submission of MIS and performance reports in line with business requirements.

Preferred candidate profile

• The candidate should have prior experience in the stock broking industry.
  
• A stable career track record is required, with a minimum tenure of 3+ years in the current organization.
  
• The role demands the ability to bring an existing team and independently build the business from a zero client base.
  
• The candidate will be responsible for onboarding and managing a team, comprising a mix of Relationship Managers and Dealers.