Vice President - Distribution

Jainam Broking Limited

• 8 minutes ago

  Location

• Surat
• Department
• Distribution - JBL
• Employment Type
• Full-time
• Applications Received
• 1
• Closes On
• 9 Dec, 2026
• 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

• 12 to 18+ 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