HNI Desk Head

Looking for Head- HNI Broking (HNI/ UHNI’s) BIG Trader Clients in Equity Segment (Managing large

trades)

Location: Regional office

Role: Desk Head Role

Reporting to: Regional Director

JOB ROLE & Responsibilities:-



Handling Team of HNI-Relationship Managers


Acquiring high value relationships into the HNI & Ultra HNI Clients (EQUITY).


Managing Large Trader Clients/Big Ticket size Client Acquisition & service.


Managing relationship of HNI clients, retaining & enhancing advisory relationship


To generate revenue from new clients.


To execute cross sell efforts as per focus of the organization at any given point in time.


To keep one self-updated on the financial markets and in advisory products / services in

particular.

Criteria for Recruitment:-



Qualification: - Graduate/PG/MBA from reputed institute or Graduate from good college.


Experience: - Minimum 8to 16 yrs in handling HNI relationship, Sales of BIG HNI Clients/Trader

clients from Stock Broking companies. Having experience of handling HNI Client acquisitions and

Relationship Management & service.


Looking for candidates from Broking/Wealth/PCG base having good vintage in their present as

well as previous companies (At least minimum tenure of 2-3 yrs in previous employer)


Note: Candidates who can move with team of RM’s & Dealers can be preferred.


Team who has at least minimum revenue of Rs 10 Lacs per month



CTC: Rs 10 to 20 LPA (no Constraint for Right Candidate)

Company Profile: - For more details: - http://www.rathi.com

Anand Rathi Group is one of India’s fastest growing full service securities firm. The services offered

range from Wealth Management, Investment Banking, Corporate Finance & Advisory, Brokerage &

Distribution in the areas of equities, commodities, mutual funds and insurance. With presence at over

180 locations, the Group caters to the financial needs of well-reputed Corporate Groups, Institutions,

Foreign Investors and Individuals. In order to meet our growth plans, we are looking for young, dynamic

and result-oriented candidates

MOST Important: Do and Don’t: Head HNI Broking

1. Stability - at least average of 3 years in each of his last jobs/ should not have changed more than

2 jobs in last 5 years

2. Currently Employed – Should not be unemployed

3. From the same Geography – Candidate should be from the same location

4. Candidate who has earned incentives

5. Hands on experience in HNI relationships – no retail, no franchisee network, no online/

telecalling sales.

6. Ability and willingness to acquire clients – not dependent on assignment clients by organization.

7. Avoid present organizations like IndiaBulls, Emkay Global.

8. Has passion and willingness for field work and relationship management

+. Willing to work in individually capacity.

10. Candidates already interviewed and rejected in the past should not be considered.