Jainam Broking Limited

- 8 minutes ago

Location

Surat

Department

Distribution - JBL

Employment Type

Full-time

Applications Received

1

Closes On

9 Dec, 2026

Key Responsibilities

Business Strategy & Revenue Growth
- Develop and implement a pan-India cross-product strategy to maximize revenue from existing and new clients.
- Drive customer wallet share enhancement through effective product penetration initiatives.
- Identify business opportunities across retail, HNI, UHNI, NRI, and institutional segments.
- Establish annual business plans, revenue targets, and growth roadmaps for all cross-sell products.
- Monitor product-wise profitability and implement corrective measures wherever required.

Product Penetration & Cross-Sell Initiatives
- Increase activation and adoption of PMS, AIF, Mutual Funds, Bonds, IPOs, Insurance, and Wealth products among broking clients.
- Design customer segmentation models and targeted cross-sell campaigns.
- Build frameworks for identifying product opportunities through client investment behavior and portfolio analysis.
- Work closely with Sales, Relationship Managers, Branch Heads, and Wealth Teams to improve cross-sell conversions.

Leadership & Stakeholder Management
- Lead and mentor regional/product teams across locations.
- Collaborate with Product, Marketing, Technology, Research, Operations, Compliance, and Risk teams.
- Build alignment between different business verticals to ensure seamless customer experience.
- Present business performance, growth opportunities, and strategic recommendations to senior management.

Analytics & Process Excellence
- Develop dashboards and MIS for tracking product penetration, conversion ratios, activation rates, and revenue realization.




- Use customer analytics and market intelligence to identify business gaps and opportunities.
- Drive automation and technology initiatives for product recommendation and customer engagement.
- Ensure productive lead allocation, tracking, and closure mechanisms.

Compliance & Risk Management
- Ensure compliance with SEBI, NSE, BSE, AMFI, IRDAI, and company regulations.
- Maintain adherence to internal policies, governance standards, and audit requirements.
- Monitor sales practices to ensure suitability and customer-first advisory standards.

Key Performance Indicators (KPIs)
- Cross-product revenue growth
- Product penetration ratio
- Customer wallet share growth
- PMS/AIF acquisition and AUM growth
- Mutual Fund SIP and AUM growth
- IPO/Bond/Insurance distribution revenue
- Client activation and retention rates
- Cross-sell conversion percentage
- Team productivity and business profitability

Desired Candidate Profile

Education

- MBA (Finance/Marketing) from a reputed institute
- NISM Certifications preferred
- CFA / CFP qualification will be added advantage

Experience

- 12 to 18+ years of experience in Stock Broking, Wealth Management, Capital Markets, or Financial Services.
- Minimum 5+ years in a leadership role managing multi-product businesses.
- Strong understanding of Equity, Derivatives, PMS, AIF, Mutual Funds, Insurance, Bonds, IPOs, and Wealth products.
- Proven track record of driving revenue through cross-selling and customer engagement strategies.

Key Competencies
- Strategic Business Leadership
- Revenue & P&L; Management
- Capital Market and Wealth Product Expertise
- Team Management
- Stakeholder Management
- Data Analytics & Business Intelligence
- Customer Acquisition & Retention
- Product Strategy
- Change Management
- Excellent Presentation & Communication Skills

📌 Vice President - Distribution (Surat)
🏢 Jainam Share Consultants
📍 Surat