Deputy Manager Head Office (Business Development & Functional Oversight)

Company: Gateway Financial Services Limited (GFSL)

Department: Business Development & Head Office Operations

Designation: Deputy Manager Head Office

Location: Kolkata Head Office

Reporting To: Director

Budget: 75,000-80,000 per month

1. Role Overview GFSL is looking for a dynamic, commercially driven professional to support the Director in business development, revenue generation and overall head office coordination. The candidate will be responsible for acquiring current clients, developing business relationships,

identifying revenue opportunities and coordinating with internal departments to ensure smooth operations.

The ideal candidate should possess strong sales capabilities along with expertise in at least one of the following areas: Accounts & Finance, Compliance, or Fundamental Research

& Investment Analysis.

2. Key Responsibilities A. Business Development & Revenue Growth
- Identify and acquire new retail, HNI and institutional clients for equity, derivatives and other applicable capital market products.
- Develop business through client meetings, referrals, relationship management and strategic networking.
- Build and maintain a sales pipeline, monitor conversions and achieve monthly and quarterly acquisition targets.

Demonstrate the ability to convert qualified leads and business opportunities into active clients and measurable brokerage revenue through structured follow-ups, effective pitching and timely closure.

Build strong communication and relationship-management skills to engage prospective and existing clients, understand their requirements, build trust and develop long-term business relationships.

Own the client conversion journey from initial contact and follow-up through account opening,

activation and first trade, coordinating with internal teams to minimise drop-offs.

- Identify opportunities to increase brokerage revenue, reactivate dormant clients and expand existing client relationships.
- Track competitor offerings and market developments to identify new business opportunities.
- Submit periodic sales, client acquisition and revenue performance reports to the

Director.

B.



Head Office Coordination & Management
- Coordinate with Accounts, Operations, Dealing, Compliance, Risk and Depository teams to ensure smooth daily functioning.
- Monitor departmental deliverables, pending activities and critical deadlines,

escalating issues to the Director wherever necessary.
- Assist in improving internal processes, reporting systems and operational efficiency.
- Ensure proper coordination between sales, client onboarding and back-office teams.
- Maintain confidentiality and ensure adherence to company policies and applicable regulatory requirements.
- Functional Specialisation Any One of the Following Profiles

Candidates must have sales/business development experience along with a strong background in at least one of these areas.

Profile A: Sales + Accounts & Finance

- Knowledge of books of accounts, general ledgers, bank and ledger reconciliations,

financial reporting and MIS.
- Ability to review accounting records, identify discrepancies and coordinate timely closure of accounts.
- Experience in stock broking or capital market accounting will be preferred.

Profile B: Sales + Compliance
- Knowledge of SEBI regulations, stock exchange circulars, client onboarding, KYC and regulatory documentation.
- Ability to coordinate compliance reviews, audit requirements, regulatory submissions and closure of observations.
- Experience in a stock broking or capital market compliance function will be preferred.

Profile C: Sales + Fundamental Research / Investment Analysis
- Background in equity research, fundamental analysis, financial statement analysis and company valuation.
- Ability to analyse listed companies, prepare research-based presentations and communicate investment-related insights appropriately.




- NISM Research Analyst certification or CFA qualification/progress will be preferred, with relevant research experience being essential.
- All research-related activities must be undertaken within the company's applicable regulatory and compliance framework.
- Candidate Profile & Eligibility
- Graduate or postgraduate in Commerce, Finance, Business Administration or a related discipline.
- Relevant experience in stock broking, capital markets, financial services or investment-related businesses.
- Strong business development, client acquisition, negotiation and relationship management skills. Proven ability to convert leads into business, communicate confidently with clients and build lasting professional relationships.
- Demonstrated expertise in at least one of the three functional specialisations mentioned above.
- Good analytical, communication, reporting and team coordination skills.
- Ability to work independently, take ownership of responsibilities and report directly to senior management.
- Key Performance Indicators (KPIs)
- Achievement of monthly and quarterly client acquisition and revenue targets.
- Growth in brokerage revenue and activation of new client accounts.

Lead-to-client conversion rate, conversion of newly opened accounts into active trading clients, and measurable revenue generated from acquired and reactivated clients.
- Quality of client relationships, retention and follow-up.
- Timely and accurate completion of responsibilities within the candidate's functional specialisation.
- Effective coordination between departments and timely resolution of pending matters.
- Quality of reporting, process improvements and adherence to applicable company policies and regulatory requirements.
- Compensation

Budgeted monthly compensation: 75,00080,000, depending on experience,

qualifications and suitability for the role.

- Ideal Candidate

GFSL seeks a proactive and accountable professional who combines a strong sales orientation with sound functional expertise. The successful candidate should be capable of generating business, managing client relationships and contributing meaningfully to the

Director's oversight of head office activities.

📌 Head Office Deputy Manager (Kolkata)
🏢 Gateway Financial
📍 Kolkata