Jainam – Wealth Manager Jainam Broking Limited

The Corporate Institute; India; Sur place; INR 1 400 000 - 2 300 000; Plein temps

Résumé du poste

The Corporate Institute in India seeks a senior leader to drive pan-India cross-product strategy across stock broking and wealth services. You will partner with Sales, Relationship Managers, and Wealth teams to expand product penetration and optimize revenue from a broad client base, including retail, HNI, UHNI, NRIs and institutions.

You will lead regional teams, manage multi-product portfolios, and work with Compliance and Risk to ensure governance.

Qualifications

• MBA in finance/marketing from a reputed institute.
• Experience in stock broking or wealth/capital markets.
• Certifications like NISM, CFA/CFP are advantageous.

Responsabilités

• Develop and implement a pan-India cross-product strategy to maximize revenue from existing and new clients.
• Drive customer wallet share enhancement through product penetration initiatives.
• Identify business opportunities across retail, HNI, UHNI, NRI, and institutional segments.
• Establish annual business plans, revenue targets and growth roadmaps for cross-sell products.
• Monitor product-wise profitability and implement corrective measures.
• Increase activation and adoption of PMS, AIF, Mutual Funds, Bonds, IPOs, Insurance, and Wealth products among broking clients.
• Design customer segmentation models and targeted cross-sell campaigns.
• Build frameworks for identifying opportunities through client behavior and portfolio analysis.
• Collaborate with Sales, Relationship Managers, Branch Heads, and Wealth Teams to improve cross-sell conversions.
• Lead and mentor regional/product teams; align with Product, Marketing, Technology, Research, Operations, Compliance, and Risk.
• Present performance, growth opportunities, and strategic recommendations to senior management.
• Develop dashboards and MIS for tracking penetration, conversion, activation, and revenue realization.
• Use analytics to identify gaps and opportunities; drive automation for recommendations and engagement.
• Ensure efficient lead allocation, tracking, and closure mechanisms.
• Ensure compliance with SEBI, NSE, BSE, AMFI, IRDAI and internal policies.
• Monitor sales practices to ensure suitability and customer-first advisory standards.

Connaissances

Strategic Leadership

Revenue & P&L

Capital Markets

Stakeholder Mgmt

Data Analytics

Formation

MBA (Finance/Marketing)

NISM Certifications

CFA/CFP (advantage)

Description du poste

Key Responsibilities:

Business Strategy & Revenue Growth:

– Develop and implement a pan-India cross-product strategy to maximize revenue from existing and new clients.

– Drive customer wallet share enhancement through effective product penetration initiatives.

– Identify business opportunities across retail, HNI, UHNI, NRI, and institutional segments.

– Establish annual business plans, revenue targets, and growth roadmaps for all cross-sell products.

– Monitor product-wise profitability and implement corrective measures wherever required.

Product Penetration & Cross-Sell Initiatives:

– Increase activation and adoption of PMS, AIF, Mutual Funds, Bonds, IPOs, Insurance, and Wealth products among broking clients.

– Design customer segmentation models and targeted cross-sell campaigns.

– Build frameworks for identifying product opportunities through client investment behavior and portfolio analysis.

– Work closely with Sales, Relationship Managers, Branch Heads, and Wealth Teams to improve cross-sell conversions.

Leadership & Stakeholder Management:

– Lead and mentor regional/product teams across locations.

– Collaborate with Product, Marketing, Technology, Research, Operations, Compliance, and Risk teams.

– Build alignment between different business verticals to ensure seamless customer experience.

– Present business performance, growth opportunities, and strategic recommendations to senior management.

Analytics & Process Excellence:

– Develop dashboards and MIS for tracking product penetration, conversion ratios, activation rates, and revenue realization.

– Use customer analytics and market intelligence to identify business gaps and opportunities.

– Drive automation and technology initiatives for product recommendation and customer engagement.

– Ensure efficient lead allocation, tracking, and closure mechanisms.

Compliance & Risk Management:

– Ensure compliance with SEBI, NSE, BSE, AMFI, IRDAI, and company regulations.

– Maintain adherence to internal policies, governance standards, and audit requirements.

– Monitor sales practices to ensure suitability and customer-first advisory standards.

Key Performance Indicators (KPIs):

– Cross-product revenue growth

– Product penetration ratio

– Customer wallet share growth

– PMS/AIF acquisition and AUM growth

– Mutual Fund SIP and AUM growth

– IPO/Bond/Insurance distribution revenue

– Client activation and retention rates

– Cross-sell conversion percentage

– Team productivity and business profitability

Desired Candidate Profile:

Education:

– MBA (Finance/Marketing) from a reputed institute

– NISM Certifications preferred

– CFA / CFP qualification will be added advantage

Experience:

– 10+ years of experience in Stock Broking, Wealth Management, Capital Markets, or Financial Services.

– Minimum 5+ years in a leadership role managing multi-product businesses.

– Strong understanding of Equity, Derivatives, PMS, AIF, Mutual Funds, Insurance, Bonds, IPOs, and Wealth products.

– Proven track record of driving revenue through cross-selling and customer engagement strategies.

Key Competencies:

– Strategic Business Leadership

– Revenue & P&L Management

– Capital Market and Wealth Product Expertise

– Team Management

– Stakeholder Management

– Data Analytics & Business Intelligence

– Customer Acquisition & Retention

– Product Strategy

– Change Management

– Excellent Presentation & Communication Skills