10 Aug
|
Bonanza Portfolio
|
New Delhi
10 Aug
Bonanza Portfolio
New Delhi
Job Description: 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 current 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 new 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 co
📌 Manager (New Delhi)
🏢 Bonanza Portfolio
📍 New Delhi