Job Description
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.
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.
💡 Quick Summary
Seeking a career-building opportunity? The HNI Desk Head position is now open for candidates interested in the Receptionist & Front office Jobs sector. This role in Jaipur offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Receptionist & Front office Jobs is a plus.
