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- Job Location: Meerut, Uttar Pradesh

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- Experience: 3–7 Years

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- Employment Type: Full time

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- Work Mode: Work from Office

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- Working Hours: 9:00 AM – 6:00 PM

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- Job Overview

We’re on the lookout for a dynamic Business Head with a proven track record in the stock broking and financial services space — someone who thrives on driving growth, inspiring teams, and delivering exceptional client value. If you’re passionate about financial markets, love leading high-performing teams, and are eager to shape the future of wealth creation in North India, this role is for you.

You’ll play a pivotal role in expanding our client base, accelerating revenue, and strengthening our presence in the region — all while contributing to a mission-driven organization that empowers Indians to build lasting financial security.

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- Key Responsibilities

- Own and grow branch-level P&L;, sales performance, and profitability targets.
- Lead, mentor, and energize a high-performing sales team — turning strategy into results.
- Drive client acquisition, demat account openings, and active user engagement across retail, HNI, and UHNI segments.
- Unlock growth opportunities through deep client relationships, strategic referrals, and market expansion.
- Promote and sell a diverse suite of financial products: equities, mutual funds, insurance, PMS, and more — tailored to client goals.
- Act as a trusted advisor — guiding clients on portfolio construction, investment strategies, and long-term wealth planning.
- Boost SIP adoption, AUM growth, cross-selling, and client retention through data-driven initiatives.
- Stay ahead of market trends, competitor moves, and regulatory updates (SEBI, AMFI, etc.) to ensure compliance and agility.
- Generate actionable insights via business reports, sales MIS, and performance dashboards to guide decision-making.

?️ Required Skills &

- Qualifications

- 3–7 years of hands-on experience in stock broking, banking, wealth management,



or financial services.
- Proven success in branch management, business development, or sales leadership roles.
- Strong grasp of equity markets, trading, demat accounts, and financial products.
- Experience in mutual fund distribution, SIP mobilization, and AUM growth — especially valued.
- Ability to build trust, manage relationships, and consistently exceed revenue targets.
- Track record of building, coaching, and scaling high-performance sales teams.
- Familiarity with P&L; management, operational workflows, and business planning.
- NISM / AMFI certifications — a strong plus.
- Fluency in English and Hindi (written & spoken).

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- Preferred Industry Background

We welcome professionals from the following domains:

- Stock Broking
- Securities &
- Capital Markets
- Wealth Management
- Banking &
- Financial Services
- Mutual Fund Distribution
- Investment Advisory

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- About The Organization

We’re a trusted name in financial services — offering stock broking, investment advisory, mutual fund distribution, insurance, and wealth management solutions to millions of Indians. Backed by technology, guided by integrity, and driven by purpose, we’re committed to helping everyday Indians invest with confidence and build generational wealth. Join us not just to grow your career — but to make a real impact in the lives of our clients and the future of India’s financial ecosystem.

Skills: cross-selling,key client relationships,upselling and cross-selling,banking,business development,new business channels,amfi,business targets,retail clients,trading,branch operations,business performance,nism,mutual funds,sebi regulations,product distribution,insurance products,client acquisition,sales,new market expansion,uhni,sebi,financial services,equity,stock broking,p&l;,hni,sip,new client acquisitions,client relationships strengthening,business performance management,aum growth,sip mobilisation,implement strategies,demat,client relationship,revenue generation,market expansion,client relationship management,wealth management

📌 Business Head – Business Head – Stock Broking & Financial Services - JG (Meerut)
🏢 IAssess Consultants
📍 Meerut