Lead HNI & UHNI Outreach Business Development

THE HOUSE OF ABHINANDAN LODHA

Lead - HNI & UHNI Outreach / Business Development

Reports To: Sales Director, with close working relationship with top management and board

Level: 2A

Location: Mumbai (HQ), Regional Office with high field exposure

Model: Full-time

Role Summary
Lead the acquisition and relationship development of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients by leveraging strong industry networks, targeted outreach, and strategic relationship-building initiatives.

Core Charter
01 HNI / UHNI Client Acquisition
Leads acquisition and business development of affluent clientele through strong industry networks.
02 Targeted Outreach
Develops outreach strategies, referral channels, and high-value client engagement opportunities.
03 Team Leadership
Builds and mentors a specialised team on prospecting, relationship management, and conversion.
04 Pipeline Quality
Drives critical client conversations and strengthens the overall quality of the sales pipeline.

Key Responsibilities

• Build and lead a specialised team focused on HNI/UHNI client acquisition and business development
• Leverage existing networks and industry relationships to identify and engage affluent clientele
• Develop targeted outreach strategies, referral channels, and high-value client engagement opportunities
• Mentor the team on prospecting, relationship management, client conversion, and pipeline development
• Drive critical client conversations and strengthen the overall quality of the sales pipeline

Ideal Candidate Traits
Network Depth : Brings a strong network of affluent clients.
Business Development : Proven ability to win and grow high-value relationships.
Commercial Acumen : Understands client needs, positioning, and value.
Coaching Mindset : Coaches and drives a high-performing team.

Candidate Profile
Experience

• Seasoned professional from Wealth Management, Private Banking, HNI Insurance, Investment Advisory, or Luxury Financial Services
• Strong network of affluent clients
• Proven business development capabilities and commercial acumen
• Ability to coach and drive a high-performing team