Wealth Acquisition Manager (Delhi)

: Client Acquisition Leader (Stock Broking & Sales Associate Expansion) Position Title: Client Acquisition Leader Department: Sales / Business Development Role Objective To drive growth in the stock broking business by acquiring new retail and HNI clients, while simultaneously expanding and managing a network of Sales Associates / Authorized Persons (APs). Key Responsibilities 1. Client Acquisition (Retail & HNI) - Develop and execute strategies to acquire new trading and demat accounts. - Drive acquisition through Marketing/Sales activities, offline campaigns, referrals, and partnerships. - Build and maintain relationships with HNI/UHNI clients for equity, derivatives, and investment products. - Monitor conversion ratios and optimize lead generation funnels. - Ensure onboarding quality and compliance with KYC and regulatory norms. 2. Sales Associate / Authorized Person Expansion - Identify, recruit, and onboard Sales Associates, Sub-brokers, and channel partners. - Develop attractive business propositions for partners (revenue sharing, support, tools). - Train and support associates on products, platforms, and compliance requirements. - Drive productivity and revenue generation from the partner network. - Maintain strong engagement and retention of associates. 3. Revenue & Target Management - Achieve monthly, quarterly, and annual acquisition and revenue targets. - Monitor key metrics such as: - Number of recent accounts opened - Active clients - Average revenue per client (ARPU) - Partner productivity - Prepare MIS reports and dashboards for senior management. 4. Team Leadership - Lead and manage a team of acquisition managers / relationship managers. - Set targets, track performance, and provide regular coaching. - Drive a high-performance, sales-driven culture. 5. Marketing & Campaigns - Conduct seminars, investor awareness programs, and partner meets. - Utilize digital marketing, social media, and lead-generation platforms. 6. Compliance & Risk Management - Ensure all acquisition activities comply with regulatory guidelines (SEBI / Exchanges). - Maintain proper documentation and audit readiness. - Monitor partner activities to avoid mis-selling or compliance breaches. Key Skills & Competencies - Strong understanding of stock broking, capital markets, and trading products. - Proven experience in client acquisition and channel sales. - Excellent networking and relationship-building skills. - Leadership and team management capability. - Analytical mindset with robust MIS/reporting skills. - High negotiation and persuasion ability. Qualification & Experience - Graduate / Postgraduate (MBA preferred). - 510 years of experience in stock broking / financial services. - Prior experience in handling Sales Associates / Authorized Persons preferred. - NISM certifications . KPIs / Success Metrics - Number of new client acquisitions - Activation rate of clients - Revenue generated from new clients - Number and productivity of Sales Associates - Retention of partners and clients Preferred Background - Experience in broking houses, wealth management firms, or fintech platforms. - Strong network of IFAs, sub-brokers, or financial distributors. .