To drive growth in the stock broking business by acquiring recent retail and HNI clients, while simultaneously expanding and managing a network of Sales Associates / Authorized Persons (APs).
Key Responsibilities
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.
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 robust engagement and retention of associates.
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.
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.
Moni
📌 Client Acquisition Leader Delhi
🏢 RECEX
📍 Delhi
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