Jainam Broking Limited
Website:
jainam.in
Job details:
Jainam Broking Limited
Location
Mumbai 1
Department
Investment Sales - JBL
Employment Type
Full-time
Applications Received
4
Closes On
7 Sep, 2026
Role Purpose
Lead and scale the
national sales strategy and distribution network for PMS (Portfolio Management Services) and AIF (Alternative Investment Funds), driving revenue growth through retail, HNI, and institutional channels within a stock broking ecosystem.
Key Responsibilities
- Business Strategy & Revenue Growth
- Develop and execute a national sales strategy for PMS & AIF offerings.
- Drive AUM growth, revenue targets, and client acquisition across regions.
- Identify new business opportunities, market segments, and product positioning strategies.
- Collaborate with product and investment teams to align offerings with market demand.
- Distribution & Channel Expansion
- Build and manage a multi-channel distribution network, including:
- Internal sales teams (branches, relationship managers)
- IFAs, wealth managers, and external distributors
- Banking and institutional tie-ups
- Expand geographic reach and strengthen branch-level penetration.
- Design incentive structures for channel partners and internal teams.
- Sales Leadership & Team Management
- Lead a large, geographically dispersed sales team (Regional Heads / Zonal Heads).
- Hire, train, and mentor high-performing sales teams.
- Set KPIs, monitor performance, and drive accountability.
- Foster a high-performance, client-centric sales culture.
- Client Acquisition & Relationship Management
- Drive acquisition of HNI, UHNI, and institutional clients.
- Build and maintain relationships with key clients and partners.
- Support complex deal closures and strategic client onboarding.
- Product Positioning & Marketing Alignment
- Work closely with marketing teams to design go-to-market strategies.
- Ensure effective communication of PMS & AIF product benefits.
- Conduct client seminars, investor meets, and roadshows.
- Compliance & Regulatory Oversight
- Ensure adherence to SEBI regulations and internal compliance policies.
- Maintain high standards of ethical selling practices.
- Coordinate with legal and compliance teams on product distribution.
- Performance Tracking & Reporting
- Monitor sales performance, pipeline, and conversion metrics.
- Present regular updates to senior leadership on business progress.
- Use data analytics to optimize sales strategies and improve efficiency.
Key Skills & Competencies
- Strong understanding of PMS, AIF, and capital markets
- Proven ability in wealth/product distribution
- Leadership and team-building skills
- Strategic thinking with execution excellence
- Relationship management with HNI/UHNI clients
- Negotiation and influencing skills
- Analytical and data-driven decision-making
Qualifications
- MBA / PGDM / CA / CFA preferred
- Certifications related to capital markets (NISM, etc.) are a plus
Experience
- 12–20 years in financial services / wealth management / broking
- Minimum 5–8 years in leadership roles
- Proven track record in PMS / AIF / Wealth product sales
- Experience managing national or multi-regional sales teams
Key Performance Indicators (KPIs)
- AUM growth (PMS & AIF)
- Revenue generation
- Channel expansion and productivity
- Client acquisition (HNI/UHNI)
- Sales team performance & retention
- Partner engagement metrics
Click on Apply to know more.