: 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.

3. Revenue & Target Management

- Achieve monthly, quarterly, and annual acquisition and revenue targets.
- Monitor key metrics such as:
- Number of recent accounts opened
- Active clients
- Average revenue per client (ARPU)
- Partner productivity
- Prepare MIS reports and dashboards for senior management.

4. 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.

5. Marketing & Campaigns

- Conduct seminars, investor awareness programs, and partner meets.
- Utilize digital marketing, social media, and lead-generation platforms.

6. 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 robust 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 (Delhi)
🏢 Bonanza Portfolio
📍 Delhi