Head of Sales

Job Title :

HNI Desk Head Designation :

AVP & Above Location :

Mumbai Reporting To :

VP / SVP / Regional Director Primary Job Responsibilities : Client Acquisition : Acquire High Net Worth Individuals (HNI) & Ultra HNI clients. Focus on generating broking revenue through Equity, Commodity, and Currency market segments. Team Management : Recruit, train, and retain HNI Relationship Managers and Advisors for the HNI desk. Provide leadership and support to the team in achieving revenue and client acquisition targets. Client Relationship Management : Manage both new and existing HNI client relationships. Drive revenue generation through digital and offline channels. Portfolio & Advisory Services : Analyze and monitor client portfolios. Offer strategic investment advisory services to ensure high ROI and client satisfaction. Cross-Selling Initiatives : Promote and execute cross-sell of key financial products such as Mutual Funds, Insurance, PMS, Structured Products, etc. Research & Advisory Promotion : Disseminate in-house research and advisory inputs to clients in a timely and strategic manner. Reporting : Submit periodic MIS and performance reports as required by the business. Academic Requirements : Postgraduate preferred (MBA / PGDM in Finance or equivalent) Experience : Total Experience : 10–12 Years Relevant Experience in Capital Markets : 5–7 Years Team Handling Experience : 5–7 Years Functional / Technical Skills : In-depth knowledge of capital markets and financial instruments Strong portfolio management and financial planning skills Proficient in using trading platforms and portfolio tools Behavioral Skills : Leadership with a "lead from the front" (playing captain) approach High focus on client service and relationship building Strong team management and motivation skills contact Nasim Khan 9320768861 -Email ID Nasimkhan@rathi.com