Website Jainam Broking Limited
Key Responsibilities:
Business Strategy & Revenue Growth:
– Develop and implement a pan-India cross-product strategy to maximize revenue from existing and new clients.
– Drive customer wallet share enhancement through effective product penetration initiatives.
– Identify business opportunities across retail, HNI, UHNI, NRI, and institutional segments.
– Establish annual business plans, revenue targets, and growth roadmaps for all cross-sell products.
– Monitor product-wise profitability and implement corrective measures wherever required.
Product Penetration & Cross-Sell Initiatives:
– Increase activation and adoption of PMS, AIF, Mutual Funds, Bonds, IPOs, Insurance, and Wealth products among broking clients.
– Design customer segmentation models and targeted cross-sell campaigns.
– Build frameworks for identifying product opportunities through client investment behavior and portfolio analysis.
– Work closely with Sales, Relationship Managers, Branch Heads, and Wealth Teams to improve cross-sell conversions.
Leadership & Stakeholder Management:
– Lead and mentor regional/product teams across locations.
– Collaborate with Product, Marketing, Technology, Research, Operations, Compliance, and Risk teams.
– Build alignment between different business verticals to ensure seamless customer experience.
– Present business performance, growth opportunities, and strategic recommendations to senior management.
Analytics & Process Excellence:
– Develop dashboards and MIS for tracking product penetration, conversion ratios, activation rates, and revenue realization.
– Use customer analytics and market intelligence to identify business gaps and opportunities.
– Drive automation and technology initiatives for product recommendation and customer engagement.
– Ensure efficient lead allocation, tracking, and closure mechanisms.
Compliance & Risk Management:
– Ensure compliance with SEBI, NSE, BSE, AMFI, IRDAI, and company regulations.
– Maintain adherence to internal policies, governance standards, and audit requirements.
– Monitor sales practices to ensure suitability and customer-first advisory standards.
Key Performance Indicators (KPIs):
– Cross-product revenue growth
– Product penetration ratio
– Customer wallet share growth
– PMS/AIF acquisition and AUM growth
– Mutual Fund SIP and AUM growth
– IPO/Bond/Insurance distribution revenue
– Client activation and retention rates
– Cross-sell conversion percentage
– Team productivity and business profitability
Desired Candidate Profile:
Education:
– MBA (Finance/Marketing) from a reputed institute
– NISM Certifications preferred
– CFA / CFP qualification will be added advantage
Experience:
– 18+ years of experience in Stock Broking, Wealth Management, Capital Markets, or Financial Services.
– Minimum 5+ years in a leadership role managing multi-product businesses.
– Strong understanding of Equity, Derivatives, PMS, AIF, Mutual Funds, Insurance, Bonds, IPOs, and Wealth products.
– Proven track record of driving revenue through cross-selling and customer engagement strategies.
Key Competencies:
– Strategic Business Leadership
– Revenue & P&L Management
– Capital Market and Wealth Product Expertise
– Team Management
– Stakeholder Management
– Data Analytics & Business Intelligence
– Customer Acquisition & Retention
– Product Strategy
– Change Management
– Excellent Presentation & Communication Skills
To apply for this job please visit www.iimjobs.com.
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