About the role
📍 Location: Meerut, Uttar Pradesh
💼 Experience: 3–7 Years
🏢 Work Mode: Work from Office
🕒 Working Hours: 9:00 AM – 6:00 PM
📌 Employment Type: Full-time
Role Overview
We are looking for a result-oriented Business Head with experience in the stock broking, wealth management, or financial services industry.
The ideal candidate should have strong experience in business development, branch sales, team management, client acquisition, and revenue generation, along with a good understanding of equity markets and investment products.
Key Responsibilities
- Drive branch-level business growth, revenue, and profitability.
- Lead, manage, and motivate the sales team to achieve business targets.
- Drive new client acquisition, Demat account openings, and trading activation.
- Develop relationships with retail, HNI, and UHNI clients.
- Promote financial products, including equities, mutual funds, insurance, and PMS.
- Drive SIP mobilization, AUM growth, cross-selling, and client retention.
- Generate business through referrals, networking, and market development.
- Monitor sales performance, business MIS, and revenue reports.
- Ensure adherence to SEBI, AMFI, and other applicable regulatory guidelines.
Required Skills & Experience
- 3–7 years of experience in stock broking, wealth management, banking, or financial services.
- Experience in branch sales, business development, or sales team management.
- Strong understanding of equity markets, trading, and Demat accounts.
- Experience in mutual fund distribution, SIP mobilization, and AUM growth.
- Ability to acquire clients and generate business through relationship management.
- Proven ability to achieve sales and revenue targets.
- Experience in team handling, business planning, and performance monitoring.
- Knowledge of P&L management and branch operations.
- NISM / AMFI certification preferred.
- Good communication skills in Hindi and English.
- Bachelor's degree required.
Preferred Industry Background
Candidates currently or previously working with:
- Stock Broking Companies
- Securities & Capital Markets
- Wealth Management Firms
- Mutual Fund Distribution Companies
- Banking & Financial Services
- Investment Advisory Firms
About the Organization
A well-established financial services organization offering stock broking, investment advisory, mutual funds, insurance, and wealth management solutions, with a strong focus on technology, customer trust, and financial inclusion.