Client Acquisition Team Lead (New Delhi)

Client Acquisition Team Lead (New Delhi)

23 Aug
|
Bonanza Portfolio
|
New Delhi

23 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 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 recent 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 &

📌 Client Acquisition Team Lead (New Delhi)
🏢 Bonanza Portfolio
📍 New Delhi

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