We are looking for a high-impact leadership role from a Broking firm/company background with end-to-end responsibility for building and scaling the HNI business in the assigned geography.
Regional Head / City Head / Team Lead – HNI Business
Locations: Bangalore, Jaipur, Pune, Nagpur, Lucknow, Surat, Ahmedabad, Baroda, Indore.
CTC up to 30LPA
As Regional / City Head / Team Lead – HNI Business, you will drive:
• Client acquisition and market expansion
• Revenue growth and business performance
• Leadership of high-quality HNI teams
• Advisory excellence and client engagement
You will be the market-facing leader, responsible for establishing a strong presence, credibility, and sustained growth in the HNI segment.
Key requirement:-
1. 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)
• Personally anchor and close strategic client relationships
• Drive quality acquisition with a focus on long-term revenue potential
2. 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
• Ensure a balanced approach across acquisition, activation, and client deepening
3. Team Leadership & Performance
• Build and lead a team of HNI Relationship Managers and Advisors
• Drive a performance-led, ownership-driven culture
• Recruit, develop, and retain high-quality talent
• Ensure strong productivity and accountability across the team
4. Client Relationships & Advisory
• Build and nurture relationships with top HNI/UHNI clients
• Deliver tailored investment strategies and market insights
• Ensure high-touch service and long-term relationship depth
• Actively engage in critical client discussions and escalations
5. Advisory Excellence & Research Integration
• Drive a research-led advisory approach across the team
• Leverage fundamental and technical insights for high-conviction ideas
• Ensure advisory is insight-driven and differentiated
6. Cross-Sell & Wealth Integration
• Drive adoption of wealth products (MFs, PMS/AIF, structured products, insurance)
• Improve client wallet share and product penetration
• Align solutions with client risk profile and investment objectives
7. Market Presence & Thought Leadership
• Represent the organization in client forums and market interactions
• Build strong external credibility and brand presence in the HNI segment
Candidate Qualification-
• 5 years+ of experience in equity advisory, broking, or wealth management
• Proven track record in HNI client acquisition and revenue delivery
• Strong experience in leading and scaling teams
• Deep understanding of equity markets (cash & derivatives)
• Strong personal credibility with HNI/UHNI clients
Preferred: CFA / CA / NISM certifications
Reporting-
Reports directly to: Respective Business Head
Share CVS to pooja.c@3point.in/akarsh@3point.in