HNI Desk Head

Job Description

We are seeking a seasoned professional from leading stock broking companies to head our HNI Desk and drive growth within our premium client segment.

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Location: Pune

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Experience: 10–15 years in HNI/UNHI Acquisition.

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Client Acquisition & Market Expansion

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• Lead acquisition of HNI & Ultra HNI clients through networks, referrals, and market connect
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• Build strong presence within the affluent client ecosystem (entrepreneurs, promoters, professionals)
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Revenue Ownership & Business Growth

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• Own broking revenue delivery across equity, derivatives, commodity, and currency segments.
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• Drive growth in MTF book, client wallet share, and trading activity.
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Team Leadership & Performance

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• Build and lead a team of HNI Relationship Managers and Advisors
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• Drive a performance-led, ownership-driven culture.
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Client Relationships & Advisory

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• Build and nurture relationships with top HNI/UHNI clients.
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• Deliver tailored investment strategies and market insights.
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Advisory Excellence & Research Integration

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• Drive a research-led advisory approach across the team
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• Leverage fundamental and technical insights for high-conviction ideas.
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Cross-Sell & Wealth Integration

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• Drive adoption of wealth products (MFs, PMS/AIF, structured products, insurance)
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• Improve client wallet share and product penetration.
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Market Presence & Thought Leadership

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• Represent the organization in client forums and market interactions
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• Build strong external credibility and brand presence in the HNI segment
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Why to join us ?

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