HNI/UHNI Client Advisor – Delhi

About the role

The HNI Dealer will provide market insights, technical and fundamental stock analysis, and derivative strategy advice to high‑net‑worth (HNI) and ultra‑high‑net‑worth (UHNI) clients. Based in Delhi, the role focuses on expanding trading and delivery business through proactive advisory calls and client engagement.

Key responsibilities

• Analyse market trends, technical and fundamental reports and convey recommendations to HNI/UHNI clients.
• Develop and present derivative strategies tailored to client portfolios.
• Drive market share by generating advisory calls for trading and delivery services.
• Generate brokerage revenue by suggesting trading ideas aligned with market pulse.
• Conduct regular meetings with active clients and reactivate dormant accounts.
• Visit regional HNI clients, organize seminars and events.
• Cross‑sell third‑party products such as mutual funds, PMS, structured products as directed by the Anand Rathi group.
• Maintain and submit periodic MIS reports to the reporting head.

Required profile

• Minimum 5 years of experience in banking or broking, managing HNI client assets.
• Strong communication skills and ability to build client relationships.
• Team‑player attitude with a focus on revenue generation within compliance guidelines.

Required skills