National Head - Equity Advisory - HNI
Role summary
Anand Rathi Shares & Securities Limited is seeking a National Head - Equity Advisory for its HNI Business. This strategic leadership role requires a blend of individual contribution and team management. The successful candidate will spearhead the national equity advisory function, focusing on leading and mentoring HNI advisors, driving research and product innovation, building team capabilities, managing key client relationships, and supporting business development. The role demands deep expertise in equity markets, fundamental and technical analysis, and a proven track record in revenue growth and team development. This is a high-visibility position offering competitive compensation and professional growth opportunities.
This is a strategic leadership position combining individual contributions with team management responsibilities. As the National Head - Equity Advisory for the HNI Business at Anand Rathi Shares & Securities Limited, you will spearhead the equity advisory function nationwide, driven by a deep passion for equity markets and leveraging extensive expertise in equity advisory and research.
Team Leadership and Performance Management
: Lead and mentor a team of HNI advisors across metros and select Tier-A cities, driving them to achieve Key Result Areas (KRAs) including brokerage revenues, equity products sales, Margin Trading Facility (MTF) book growth, client acquisition via referrals, client activations, cross-selling opportunities, client servicing, and strengthening client relationships.
Research and Product Innovation
: Drive the adoption and implementation of research ideas, products, and strategies in coordination with fundamental and technical equity research teams (institutional and retail) to ensure delivery of high-impact wealth creation solutions customized to HNI/Ultra HNI client needs.
Capability Building
: Develop and enhance the knowledge and skills of HNI advisors through training programs, workshops, and ongoing guidance to enable them to provide world-class service to HNI and Ultra HNI clients.
Client Relationship Management
: Build and nurture personal relationships with the company's top clients, ensuring exceptional service delivery and addressing their unique investment requirements.
Business Development Support
: Assist the sales team in acquiring new clients by actively servicing prospective clients, demonstrating expertise in equity markets, and showcasing value-added advisory services.
Cross-Functional Collaboration:
Work in a matrix environment to coordinate with local leadership, including Regional Heads and Branch Managers, to align advisory efforts with regional business goals and ensure seamless execution.
Market Expertise Application:
Utilize deep insights into equity markets (fundamentals, technicals, cash, F&O) to identify opportunities, mitigate risks, and optimize client portfolios for long-term wealth growth.
Performance Monitoring and Reporting
: Track key metrics, analyze trends, and report on advisory performance, revenue contributions, and client satisfaction to senior leadership.
Required Qualifications and Experience:
Educational Background
: Bachelor's or master's degree in finance, Economics, Business Administration, or a related field. Professional certifications such as CFA, CA, or NISM (Series XV - Research Analyst) are highly preferred.
Professional Experience
: Minimum 10-15 years in equity advisory, equity research, or related roles within the financial services industry, with at least 5 years in a leadership capacity managing teams focused on HNI clients.
Technical Skills:
Expert to advanced proficiency in fundamental analysis, technical charting, cash market operations, and derivatives (futures & options). Strong understanding of market dynamics, regulatory frameworks, and wealth management products.
Soft Skills:
Passionate about equity markets with excellent leadership, communication, and interpersonal skills. Ability to thrive in a matrix organization, build relationships at all levels, and drive results through influence and collaboration.
Other Requirements:
Willingness to travel as needed. Proven track record in driving revenue growth, client acquisition, and team development in a competitive financial environment.
What We Offer
- Opportunity to lead a high-visibility national role in a trusted, growing financial services group.
- Competitive compensation package including base salary, performance-based incentives, and other benefits.
- Opportunities for professional growth in a dynamic, established financial services organization.
- Access to advanced research tools, comprehensive training programs, and a collaborative work culture.
- Be part of a client-centric culture with strong research and product backing.