Job Requirements:
• Min Educational Requirement: Post Graduate/ CA/ MBA
• Years of Experience:12- 15 years of which min 8 years in the Broking Industry. Min 3 years in
senior Leadership role

Job Responsibilities:
• Create and execute a thorough Retail Sales Plan to meet overall Business goals and
objectives and engage sales teams, and achieve targets in a cost-effective way.
• Oversee, guide, and lead the retail sales staff to guarantee excellent output.
• To make wise business decisions, track metrics related to sales performance and data
analysis.
• Build and preserve trusting relationships with clients and offer them support and guidance on
investment opportunities in the Indian market, various trading strategies and also on internal
research calls.
• Suggest and implement different strategies aimed towards retention of existing client base
and addition of new clients
• Responsible for generating revenue from retail clients. Ensuring the sustenance and
deepening of existing relations with clients.
• Analyse sales reports and highlight important accomplishments and potential improvement
areas to the management team along with key strategy inputs.
• Present plans for company growth, increase in operational efficiency, cost optimization,
productivity and digitization.
• Device and implement a plan to leverage the dormant retail client base into equity customers.
• Keeping up-to-date with the current market trends along with the customer behaviour and
competitor analysis and utilising industry trends, client feedback, and market research to find
and seize new sales possibilities.
• To accomplish Account opening targets as required by the company
• Work together with the marketing group to develop persuasive advertising campaigns and
collateral, whenever required.
• Ensure a 100% compliant and ethical dealing desk
• Margin acquisition - agent-wise
• Revenue generation - as per target process improvement and digitization projects competitor
mapping on best practices zero compliance issues.
• P&L holding digitalization / automation strong understanding of broking industry
understanding of Indian market and trading strategies.