HNI Dealer – Client Advisory & Trading

About the role

The HNI Dealer will provide market insights, technical and fundamental analysis, and tailored trading advice to High Net Worth (HNI) and Ultra‑High Net Worth (UHNI) clients. The role focuses on expanding brokerage revenue through proactive client engagement and cross‑selling of third‑party financial products.

Key responsibilities

• Analyze market trends, technical and fundamental stock reports, and advise HNI/UHNI clients accordingly.
• Apply derivative strategies to enhance client portfolios.
• Increase market share by conducting advisory calls for trading and delivery transactions.
• Generate brokerage revenue by recommending trading ideas based on market pulse.
• Conduct regular meetings with active clients and reactivate dormant accounts.
• Travel regionally for client meetings, seminars, and events.
• Cross‑sell third‑party products such as mutual funds, PMS, and structured products.
• Acquire new HNI/UHNI clients through referrals and existing networks.
• Prepare and submit periodic MIS reports as required by the reporting head.
• Ensure revenue growth while adhering to internal policies and compliance standards.

Required profile

• Minimum 5 years of experience in banking or broking, managing AUM for HNI clients.
• Strong communication abilities and a collaborative team mindset.

Required skills

• Derivative strategies
• Technical analysis
• Fundamental analysis

What we offer

• Opportunity to work with a high‑net‑worth client base.
• Exposure to a broad range of financial products.
• Professional growth in a dynamic brokerage environment.