Head - Client Acquisition & Business Development Executive – Discount Broking

PhillipCapital India; Mumbai City; On-site; INR 600,000 - 900,000; Full time

Job summary

A leading financial services firm is seeking a dynamic Client Acquisition & Business Development Executive to drive client growth in the discount broking sector. The role involves acquiring new clients, promoting trading platforms, and achieving sales targets while collaborating with various teams to ensure client satisfaction. Candidates should have a relevant degree, experience in sales, and strong market knowledge.

Qualifications

• 2-4 years of experience in sales, client acquisition, or business development in discount broking.
• NISM Certification (Series VIII) required.
• Strong knowledge of stock markets and financial products.

Responsibilities

• Identify and acquire new clients through various channels.
• Conduct product demos and presentations to convert leads.
• Achieve monthly and quarterly sales targets.

Skills

Communication

Negotiation

Interpersonal Skills

Sales Strategies

Market Knowledge

Education

Bachelor’s degree in Business, Finance, Marketing

MBA

Tools

CRM tools

Job description

Head - Client Acquisition & Business Development Executive – Discount Broking

We are seeking a dynamic and results-driven individual to join our team as a Client Acquisition & Business Development Executive. This role will focus on acquiring new clients, nurturing relationships, and driving revenue growth through effective sales strategies in the highly competitive discount broking space.

Key Responsibilities

1. Identify and acquire new clients through various channels such as cold calling, online campaigns, references, and partnerships.
2. Promote the firm’s trading platforms, brokerage plans, and value-added services to potential customers.
3. Conduct product demos and presentations to convert leads into active trading clients.
4. Build and manage a strong pipeline of prospective clients and maintain detailed records using CRM tools.
5. Develop strategies to increase active client base and drive higher wallet share per client.
6. Collaborate with marketing, operations, and product teams to ensure client satisfaction and service excellence.
7. Stay updated on market trends, competitor offerings, and regulatory developments in the broking industry.
8. Achieve monthly and quarterly sales targets as set by management.

Requirements

1. Bachelor’s degree in Business, Finance, Marketing, or related field. MBA preferred.
2. 2-4 years of experience in sales, client acquisition, or business development in discount broking.
3. Strong knowledge of stock markets, trading platforms, and financial products.
4. Excellent communication, negotiation, and interpersonal skills.
5. Candidate based in Mumbai.
6. NISM Certification (Series VIII).

Seniority Level

Entry level

Employment Type

Full-time

Job Function

Business Development and Sales