JOB DESCRIPTION
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 new 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.
3. Functional Specialisation Any One of the Following Profiles
Candidates must have sales/business development experience along with a solid 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.
4. 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.
5. 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.
6. Compensation
Budgeted monthly compensation: 75,00080,000, depending on experience,
qualifications and suitability for the role.
7. 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