HNI Desk Head

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:

10–15 years in HNI/UNHI Acquisition.

Client Acquisition & Market Expansion
Lead acquisition of HNI & Ultra HNI clients through networks, referrals, and market connect
Build 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 Advisors
Drive 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 team
Leverage 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 interactions
Build strong external credibility and brand presence in the HNI segment

Why to join us ?
Opportunity to lead a high-visibility HNI business role
Strong research and product platform
Direct engagement with senior leadership
Performance-driven culture with significant growth potential
A platform combining entrepreneurial ownership with institutional strength.