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 (510 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 strong knowledge of CRM, funnel optimization, and digital sales analytics.
- Ability to work in a fast-paced, target-oriented setting.

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.

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