Website:
careerbloc.com
Job details:
Experience: Minimum 6+ Years
CTC: Up to ₹15 LPA
Industry: Stock Broking / Capital Markets / Wealth Management
Role Overview
We are hiring a result-driven
Client Acquisition Manager with proven experience in the
stock broking industry. The role focuses on acquiring high-value clients, driving revenue through trading accounts, and expanding the company’s retail/HNI client base.
Key Responsibilities 1. Client Acquisition & Revenue Generation
- Acquire new clients (Retail, HNI, and Active Traders) for trading & demat accounts
- Drive revenue through equity, derivatives, commodities, and currency segments
- Meet and exceed monthly/quarterly acquisition and revenue targets
- Business Development
- Generate leads through:
- Existing network
- References
- Field activities and client meetings
- Build relationships with HNIs, traders, and investors
- Identify cross-selling opportunities (mutual funds, PMS, insurance, bonds)
- Client Engagement & Relationship Management
- Maintain strong relationships with acquired clients
- Ensure activation and retention of clients
- Provide market insights and coordinate with advisory/research teams
- Market & Product Knowledge
- Stay updated on stock market trends, products, and competitor offerings
- Educate clients about trading platforms and investment opportunities
- Compliance & Documentation
- Ensure all client onboarding follows SEBI and regulatory guidelines
- Complete KYC and documentation processes accurately
Key Requirements - Minimum 6+ years of experience in Stock Broking Industry (Mandatory)
- Proven track record in client acquisition & revenue generation
- Strong network of traders / HNI clients
- Good understanding of:
- Equity & Derivatives markets
- Trading platforms & demat processes
Preferred Qualifications
- Graduate / Postgraduate (Finance, Commerce, or related field)
- NISM Certification (Equity Derivatives / Cash Market) – Preferred
Key Skills
- Sales & negotiation
- Relationship management
- Market knowledge
- Target-driven mindset
- Communication & presentation skills
Skills: derivatives,revenue,hni,traders,trading,client acquisition,management,documentation,platforms,demat
Click on Apply to know more.