The House of Abhinandan Lodha - Lead - Business Development - HNI & UHNI Outreach

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