SVP - Sales & Acquisition

 


Position Head – Retail Broking - Sales & Acquisition 
Job Description / 
Responsibilities 
➢ Key role in development/adoption of new products/processes in line with 
evolving regulatory framework and aligned with firm’s strategy across  
Equity businesses. 

➢ Responsible for conceptualizing and executing new account acquisition & 
revenue new product development, existing product suite management, 
retail business strategy and related MIS. 

➢ Building relationship with clients and providing them with regular advise 
on opportunities in Indian market and various trading strategies. 

➢ Responsible for generating revenue from retail clients. Ensuring the 
sustenance and deepening of existing relations with clients. 

➢ Suggest and implement different strategies aimed towards retention of 
existing client base and addition of new clients. Present plans for 
Company’s client base and revenue growth, increase in operational 
efficiency, cost optimization and digitization. 

➢ Should be able to collaborate with Bank’s branch network for business 
growth. Devise and implement plan to leverage the BOB retail client base 
into BOBCAPS equity customers. 

➢ Sustain and improve overall productivity of the retail equity sales and 
account acquisition. 

➢ Keeping up-to-date with the current market trends along with the 
customer behavior and competitor analysis. 

➢ Hiring & retention of talent pool for Retail Broking and Distribution. 

➢ Participate actively in sales planning, execute sales plan, engage sales 
teams, and achieve targets in a cost-effective way. 

➢ To accomplish Account opening targets and Revenue as required by the 
Company 

➢ Should be able to collaborate with offline branch network for business 
growth. 

➢ Deliver excellent customer experience. 

Job specific skills Applicants should have – 

➢ Strong P&L understanding from Retail Broking Perspective. 
➢ Be well attune towards digitization; should come with a technology mind-set 
and think innovatively how to use tech to launch newer products, cost 
optimization. 
➢ Strong understanding of Online and digital broking industry and digital marketing. 
➢ Excellent understanding of Indian Retail Equity Market and acquisition 
strategies. 
➢ Ability to build and lead large teams with demonstrated track record of leadership 
skills. 
➢ Experience in building sub-broker network. 
➢ Experience in onboarding Distributor partnership with other entities. 
➢ Strong growth mind-set to lead and motivate the team in order to achieve higher 
market share. 
➢ Excellent communication & presentation skills. 
➢ Good existing client and distribution relationships in the market. 
➢ Experience in client acquisition, customer experience and product knowledge 
in equity market and distribution of third party financial products. 
➢ Be a self-starter, proactive & target oriented with zeal to Excel. 

Educational 
Qualification 
Post Graduate/ CA/ MBA from recognized Universities, Advanced 
degree preferred. 

Minimum 
Experience 
10 plus Years in a Broking Firm with Product & Sales experience. 
CTC OFFERED Compensation will not be limiting factor for the right candidate and will be 
discussed on a case by case basis. 

Location of posting Mumbai 
How to apply Applications should be submitted on our email careers@bobcaps.in  

Please mention “Application for the post of Head – Retail Broking and 
Distribution” in the subject. Applications with any other subject will not be 
accepted. 

Website www.bobcaps.in