About the Company

Jainam Broking Limited is a fast-growing financial services organization delivering comprehensive investment and wealth management solutions across India. With a strong foundation of trust, innovation, and client-centricity, Jainam continues to expand its presence in the capital markets ecosystem.

About the Role

We are seeking a Relationship Manager who will be responsible for acquiring new clients and maintaining strong relationships with existing clients. The role involves promoting equity and derivatives products, assisting clients with Demat account opening, and driving revenue through cross-selling of financial products. The candidate will work closely with the sales and operations teams to ensure smooth onboarding and high-quality client service.

Industry: Stock Broking / Capital Markets / Financial Services

Department: B2C / Retail Broking

About the Role

Designation: Regional Head – B2C

Experience: 10–15+ Years, preferably in Stock Broking / Capital Markets

Role Purpose The Regional Head – B2C will be responsible for driving the overall retail broking business across the assigned region, including revenue growth, client acquisition, activation, product penetration, branch performance, team productivity, and customer engagement. The role requires strong experience in managing large sales teams and building profitable B2C broking businesses.

Responsibilities

- Drive regional B2C revenue, client acquisition, activation, and business growth across branches/locations.
- Own regional business targets across Equity, Derivatives, Currency, Commodity, Mutual Funds, IPOs and other investment products.
- Develop and execute regional strategies to increase active clients, trading volumes, product penetration, and revenue per client.
- Lead and monitor performance of Branch Heads, Sales Managers, Relationship Managers, Dealers and B2C sales teams.
- Build a strong pipeline of new retail/HNI clients through branch, referral, digital lead, and relationship-led acquisition channels.




- Drive cross-selling and client wallet-share enhancement across suitable investment and trading products.
- Monitor branch-wise and team-wise revenue, acquisition, activation, productivity and profitability.
- Identify underperforming branches/markets and implement focused business improvement plans.
- Ensure effective client servicing, retention, engagement, and reactivation of dormant/inactive clients.
- Drive sales discipline through regular business reviews, pipeline tracking, target monitoring and team coaching.
- Recruit, develop and retain high-performing sales and relationship management teams across the region.
- Work closely with Research, Products, Operations, Risk/RMS, Compliance, Marketing and Support functions to enable business growth.
- Ensure business activities adhere to applicable regulatory requirements and internal company policies.
- Track market opportunities, competitive activity and regional business trends to identify new growth opportunities.
- Provide regular MIS and regional business performance updates to senior management.

Qualifications

Experience: 10–15+ Years, preferably in Stock Broking / Capital Markets

Required Skills

- Robust understanding of B2C / Retail Stock Broking
- Regional business and branch management
- Revenue and profitability ownership
- Retail/HNI client acquisition
- Equity & Derivatives market knowledge
- Cross-selling and product penetration
- Large-team leadership
- Sales strategy and execution
- Business MIS and performance analytics
- Client retention and relationship management
- Strong understanding of broking compliance and risk controls

Preferred Skills

- 10–15+ years of experience in Stock Broking / Capital Markets, with significant exposure to B2C/Retail Broking.
- Proven experience managing a region, multiple branches, or a large geographically distributed sales team.
- Strong track record of delivering business growth, revenue targets and client acquisition.
- Strong leadership, communication, analytical and stakeholder-management skills.
- Relevant NISM certifications would be preferred.

📌 Regional Head (Delhi)
🏢 Jainam
📍 Delhi