: Client Acquisition Leader (Stock Broking & Sales Associate Expansion)

Position Title: Client Acquisition Leader

Department: Sales / Business Development Role Objective To drive growth in the stock broking business by acquiring new retail and HNI clients, while simultaneously expanding and managing a network of Sales Associates / Authorized Persons (APs). Key Responsibilities

1.

Client

Acquisition (Retail & HNI)

Develop and execute strategies to acquire new trading and demat accounts.

Drive acquisition through Marketing/Sales activities, offline campaigns, referrals, and partnerships.

Build and maintain relationships with HNI/UHNI clients for equity, derivatives, and investment products.

Monitor conversion ratios and optimize lead generation funnels.

Ensure onboarding quality and compliance with KYC and regulatory norms.

2.

Sales

Associate / Authorized Person Expansion

Identify, recruit, and onboard Sales Associates, Sub-brokers, and channel partners.

Develop attractive business propositions for partners (revenue sharing, support, tools).

Train and support associates on products, platforms, and compliance requirements.

Drive productivity and revenue generation from the partner network.

Maintain strong engagement and retention of associates.

- Revenue & Target Management

Achieve monthly, quarterly, and annual acquisition and revenue targets.

Monitor key metrics such as:

Number of current accounts opened

Active clients

Average revenue per client (ARPU)

Partner productivity

Prepare MIS reports and dashboards for senior management.

- Team Leadership





Lead and manage a team of acquisition managers / relationship managers.

Set targets, track performance, and provide regular coaching.

Drive a high-performance, sales-driven culture.

- Marketing & Campaigns

Conduct seminars, investor awareness programs, and partner meets.

Utilize digital marketing, social media, and lead-generation platforms.

- Compliance & Risk Management

Ensure all acquisition activities comply with regulatory guidelines (SEBI / Exchanges).

Maintain proper documentation and audit readiness.

Monitor partner activities to avoid mis-selling or compliance breaches.

Key Skills & Competencies

Strong understanding of stock broking, capital markets, and trading products.

Proven experience in client acquisition and channel sales.

Excellent networking and relationship-building skills.

Leadership and team management capability.

Analytical mindset with strong MIS/reporting skills.

High negotiation and persuasion ability.

Qualification & Experience

Graduate / Postgraduate (MBA preferred).

5–10 years of experience in stock broking / financial services.

Prior experience in handling Sales Associates / Authorized Persons preferred.

NISM certifications . KPIs / Success Metrics

Number of new client acquisitions

Activation rate of clients

Revenue generated from new clients

Number and productivity of Sales Associates

Retention of partners and clients Preferred Background

Experience in broking houses, wealth management firms, or fintech platforms.

Strong network of IFAs, sub-brokers, or financial distributors.

📌 Wealth Acquisition Manager (New Delhi)
🏢 Bonanza Portfolio
📍 New Delhi