Company: Indiabulls Securities

Experience: 510 years in Online Sales / Digital Business Development

About Indiabulls Securities

Indiabulls Securities is one of India’s leading financial services and stockbroking

companies, offering a complete suite of investment products including equities,

derivatives, commodities, currencies, IPOs, mutual funds, and margin trading

facilities. With a strong digital presence and innovative platforms, we are committed

to empowering retail, HNI, and institutional clients.

Role Overview

We are looking for an Online Sales Manager to spearhead B2B and B2C digital

sales initiatives. The role demands a blend of strategic sales planning, digital

channel management, and relationship-building to drive client acquisition,

activation, and revenue growth.

Key Responsibilities

• Drive online acquisition of clients through digital channels (web, app,

partnerships, and campaigns).

• Manage B2C sales: retail and HNI client onboarding via digital platforms.

• Manage B2B partnerships: fintech platforms, affiliates, APIs, and ecosystem

collaborations.

• Optimize lead generation funnels and conversion ratios using CRM and

analytics.

• Collaborate with Marketing & Product teams to design offers, campaigns, and

digital journeys.

• Identify cross-sell and up-sell opportunities across the Indiabulls Securities

product suite.

• Track KPIs: client acquisition, activation, funded accounts, and revenue

contribution.

• Build, train, and motivate the online sales team to achieve targets.

Requirements

• Proven experience (5–10 years) in online sales

within broking/fintech/financial services.





• Strong understanding of equity, derivatives, and investment products.

• Exposure to digital acquisition channels (Google Ads, social media,

affiliates, referral programs).

• Excellent negotiation, relationship management, and communication skills.

• Data-driven with solid knowledge of CRM, funnel optimization, and digital

sales analytics.

• Ability to work in a fast-paced, target-oriented environment.

Why Join Us?

• Opportunity to shape the digital growth story of Indiabulls Securities.

• Exposure to cutting-edge fintech integrations and ecosystem

partnerships.

• Competitive compensation with performance-linked incentives.

• Be part of a dynamic team driving innovation in financial markets.

KRA – Online Sales Manager (B2B / B2C)

1. Client Acquisition & Sales Growth

• Acquire new clients through online/digital channels (B2C retail + HNI + B2B

partnerships).

• Achieve monthly/quarterly client acquisition targets.

• Ensure a high percentage of acquired clients become funded and active

traders/investors.

KPIs:

• Number of new client accounts opened.

• % of accounts activated within 30 days.

• Conversion ratio (leads funded accounts).

2. Revenue Generation

• Drive revenue from brokerage, margin products, MTF,



and cross-sell

opportunities.

• Increase wallet share of existing clients via up-sell and cross-sell.

• Contribute directly to business revenue through B2B tie-ups and API

integrations.

KPIs:

• Monthly brokerage revenue from acquired clients.

• % growth in AUM (Assets Under Management) from new clients.

• Revenue contribution from B2B partnerships.

3. B2B Partnerships & Ecosystem Expansion

• Develop partnerships with fintechs, affiliates, platforms, and corporate entities.

• Launch co-branded campaigns to drive digital account openings.

• Manage referral and affiliate networks to scale cost-efficient acquisition.

KPIs:

• Number of active B2B partnerships.

• Revenue contribution from partnerships.

• Cost per acquisition (CPA) through partnerships.

4. Digital Funnel Optimization

• Manage and optimize the client acquisition funnel (lead verification

account funding active trading).

• Leverage CRM, analytics, and digital campaigns to maximize ROI.

• Reduce drop-offs at each stage of the funnel.

KPIs:

• Lead-to-conversion ratio.

• Drop-off rate reduction across funnel stages.

• Average acquisition cost per client.

5. Client Retention & Engagement

• Ensure long-term retention of digitally acquired clients.

• Drive repeat trades and portfolio expansion.

• Implement referral programs to generate new client sales from existing

base.

KPIs:

• Client retention % after 3/6/12 months.

• Average revenue per client (ARPU).

• Number of referrals generated per client.

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