Anand Rathi Shares and Stock Brokers Limited is a leading financial services company with 30 years of proven market excellence. The company offers a wide range of products and services under brokerage and distribution of equities, commodities, currencies and mutual funds. Anand Rathi has a strong presence in India and abroad and serves a diverse client base.
We are now expanding our online business aimed at Millennials and GenZ customer segments via a digital first offering. We are committed to advance the financial well-being of our customers through transparent and responsible product offerings.
Position Overview:
You will be responsible to manage a team of Virtual Relationship Managers (VRMs). This team will promote stock market products and grow digital revenue through virtual channels. You will be responsible for setting team goals, creating revenue strategies, and ensuring optimal performance through client activation, revenue generation and client retention strategies. You will play a key role in scaling digital revenue, optimizing customer journeys for activations, and providing leadership to ensure that the team meets both individual and team-wide targets.
Qualification:
Post Graduation is preferred
Experience:
8-10 Years only.
Key Responsibilities:
- Lead a High Impact Team: Lead, manage, and motivate a team of Virtual Relationship Managers to achieve revenue growth and client activation goals for stock market products like Equities, F&O, Commodities, MTF, ETFs, Mutual Funds, IPOs, NFOs, Bonds, Investment Baskets, Structured Products, Fixed Income Products, Insurance, etc.
- Performance Management: Establish key performance indicators (KPIs) for the VRMs and ensure targets related to customer acquisition, product sales, and revenue growth are met
- Client Activation & Retention: Work with the VRMs to design and execute customer acquisition strategies through digital touchpoints, including online consultations, webinars, and virtual product demos
- Data Analysis & Reporting: Monitor key metrics, including Average revenue per user, return on Investment, Customer Lifetime Value and customer engagement levels
Personal Skills:
- Exceptional Verbal, Written Communication and Presentations Skills
- Familiarity with trading platforms, stock market operations, and deep understanding of Financial products
- Ability to drive performance through virtual coaching and digital tools
- Strong analytical and data-driven decision-making skills with the ability to generate insights from performance metrics
- Should have strong networking & relationship building skills
Qualifications:
- Bachelor’s degree in Finance, Economics, Business, Marketing, or a related field. A Master’s degree (MBA) or certifications in financial services is preferred
- 5+ years of experience in digital sales, or revenue growth within the stock market, investment, or fintech industry
- 2+ years of experience leading virtual teams, with a focus on digital sales and client management