AVP Client Engagement

Bonanza Portfolio Limited; Mumbai; On-site; INR 2,500,000 - 4,000,000; Full time

Job summary

Bonanza Portfolio Limited is seeking a core leadership role focused on business growth in Online Stock Broking and wealth products in Mumbai, India. The ideal candidate will drive customer engagement and revenue growth, monitor key performance indicators, and lead cross-functional efforts to redefine customer experiences. With an MBA and a minimum of 10 years in the stock broking industry, the successful candidate will have experience running online business models and managing sales-oriented teams.

Qualifications

• Min of 10 years of experience in client engagement and revenue growth.
• Experience in running a pure online business model.
• Experience in managing teams focused on sales.

Responsibilities

• Improve customer engagement metrics and track growth.
• Monitor and analyze data to drive strategy.
• Design and execute campaigns for user activation and retention.

Skills

Customer engagement

Data analysis

Marketing automation

Campaign optimization

Sales-oriented leadership

Education

MBA from a premiere institute

Tools

Clevertap

MoEngage

Job description

Core leadership role who should be business oriented, engagement-focused leader and will own the business growth parameters in terms of activation and revenue of Online Stock Broking and wealth products. The candidate will also need to work cross-functionally to redefine customer experience and discover new opportunities for hyper growth of the organization.

Key Responsibilities

• Improving customer engagement – Active clients, Clients with AUM, Daily active/traded clients, ARPU and other business aspects.
• Monitoring, planning and chasing numbers
• Data Analysis and strategy building
• Content creation, designing and marketing
• Audit and optimize product analytics (Clevertap, MoEngage)
• Define key events, funnels, and lifecycle stages
• Identify drop-offs across onboarding, KYC, funding, and trading
• Design and execute lifecycle journeys for activation, retention, and reactivation
• Build inaction and drop-off recovery campaigns
• Set up trigger-based marketing automation and daily engagement flows
• Drive DAU growth through market, portfolio, and behaviour-based nudges
• Lead WhatsApp, Push, and Email orchestration with frequency control
• Monitor performance, run experiments, and optimize campaigns
• Share insights, dashboards, a 6nd recommendations with stakeholders

Qualifications

• MBA from a premiere institute
• Min of 10 years of experience in Client engagement and revenue growth in stock broking industry
• Experience in running a pure online business model with minimal on-ground support
• Experience in managing sales-oriented teams.