Key Managerial Personnel (KMP)-Merchant Banking Di

A CA,CS or CWA, Master degree in Finance, Business, Economics, or a related field. A Master’s degree or MBA is preferred.

As per the company norms

Digital Marketing Executive

Reports to: Marketing Manager/Head of Marketing

Job Purpose:

To plan, execute, and optimize digital marketing campaigns across various channels to increase the brand awareness, client acquisition, and overall digital footprint of the company in the stock broking industry.

Key Responsibilities:

1. Campaign Management:

   • Develop and execute digital marketing strategies, including SEO, SEM, email marketing, display ads, and social media campaigns.
   • Manage the performance of paid marketing campaigns across Google Ads, Facebook, LinkedIn, Twitter, and other relevant platforms.
   • Conduct keyword research and optimize website content to improve search engine rankings and visibility.

2. Content Creation & Strategy:

   • Collaborate with content writers and designers to produce engaging content for blogs, landing pages, social media, newsletters, and promotional materials.
   • Develop a content calendar aligned with stock market events, trading seasons, and product launches.

3. Social Media Management:

   • Manage and grow the company's social media presence across multiple platforms.
   • Create and curate relevant and timely content tailored to different audiences (retail investors, HNIs, traders).
   • Engage with the online community, respond to inquiries, and build a strong customer following.

4. Lead Generation & Nurturing:

   • Implement lead generation strategies through digital channels such as paid ads, SEO, and content marketing.
   • Optimize landing pages and lead generation forms to maximize conversions.
   • Work closely with the sales team to ensure a smooth transition from lead generation to client acquisition.

5. Analytics & Reporting:

   • Track, analyze, and report on digital marketing performance using tools like Google Analytics, Google Ads, SEMrush, etc.
   • Measure KPIs such as website traffic, conversion rates, cost-per-lead (CPL), return on ad spend (ROAS), etc.
   • Use data insights to optimize ongoing campaigns and make data-driven decisions for future campaigns.

6. SEO & SEM:

   • Conduct keyword research and optimize web pages for SEO to increase organic search rankings.
   • Manage PPC campaigns and perform A/B testing to improve ad performance and ROI.

7. Email Marketing:

   • Plan and execute email marketing campaigns targeting new and existing clients.
   • Segment email lists based on customer behavior and trading preferences.

8. Market Research:

   • Stay up to date with the latest industry trends, competitor strategies, and emerging marketing technologies.
   • Conduct market analysis to identify client needs and opportunities for new marketing initiatives.

Key Performance Indicators (KPIs):

• Increase in website traffic and engagement (measured through metrics such as sessions, bounce rate, and time on site).
• Growth in social media followers and engagement rate.
• Improvement in search engine rankings for relevant stock broking keywords.
• Number of quality leads generated per month and conversion rates.
• Cost-per-lead (CPL) and return on investment (ROI) for paid marketing campaigns.
• Email open and click-through rates (CTR).

Required Skills:

• Proficiency in Google Ads, Google Analytics, SEMrush, Hootsuite, and other marketing tools.
• Strong understanding of SEO, SEM, PPC, social media marketing, and content marketing.
• Excellent analytical skills and ability to interpret data for campaign optimization.
• Strong written and verbal communication skills.
• Basic knowledge of HTML/CSS is a plus.

Bachelor’s degree in Marketing, Business Administration, or a related field. 2-4 years of experience in digital marketing, preferably within the financial services or stock broking industry. Proven track record of successful lead generation and digital campaign management.

3-4 lpa

Cluster-Manager

Job Purpose: Responsible to manage Team of Sales/RM and BDM. Generate Revenue from the team as well as
manage own portfolio.
Responsibilities:
1.Branch Management
 Ensure operational efficiency across all branches within the cluster.
 Monitor and manage the performance of branch managers.
 Implement and track the achievement of branch-specific targets.
 Address branch-level issues and ensure timely resolution.
2. Sales and Business Development
 Develop and execute strategies to grow the client base within the cluster.
 Ensure branches meet sales targets related to brokerage, AUM (Assets Under
Management), and new accounts.
 Drive cross-selling of financial products like mutual funds, insurance, etc.
 Collaborate with regional heads to develop marketing and promotional
strategies.
3. Client Relationship Management
 Oversee the client onboarding process to ensure a seamless experience.
 Address escalated client issues and complaints from branches.
 Drive initiatives to enhance client retention and satisfaction.
4. Compliance and Risk Management
 Ensure all branches comply with regulatory requirements (SEBI, stock
exchanges, etc.).
 Monitor adherence to internal policies, procedures, and risk management
frameworks.
 Train and guide staff on compliance and risk management protocols.
5.Revenue and Cost Management
 Monitor and drive the cluster’s revenue targets.
 Control operational costs within the cluster to ensure profitability.
 Review branch profitability and take corrective actions as needed.
 Analyze key financial metrics (e.g., P&L statements) to optimize performance.
6. Market Research and Strategy
 Stay updated on market trends, competitor activities, and emerging
opportunities.
 Analyze the local market to identify new business opportunities.
 Develop cluster-specific strategies to gain market share and enhance
profitability.
7. Reporting and Coordination
 Provide regular updates and reports to regional heads and senior management.
 Coordinate with other departments (R&D, marketing, operations) to streamline
efforts.
 Implement corporate strategies and policies at the cluster level.
Requisite Skills:
Team Leading
Revenue seeking
Soft skills
Desired Skills:
Conflict Management Skills
Ideation of concept.
Go Getter

Graduate . 8-10 yrs Experience in Stock Broking required.

8-10 lpa

Head of Accounts and Finance

Position Overview:

We are seeking a highly skilled and experienced Head of Accounts and Finance to oversee all financial activities and ensure the efficient management of the company’s financial resources. The ideal candidate will have a strong background in finance and accounting within the stock broking industry, with a proven ability to lead teams and drive financial strategy.

Key Responsibilities:

·         Financial Management: Oversee the company's financial operations, including budgeting, forecasting, and financial reporting. Ensure compliance with financial regulations and standards.

·         Accounting Oversight: Manage the accounting function, including accounts payable, accounts receivable, general ledger, and financial statement preparation.

·         Strategic Planning: Develop and implement financial strategies to support the company’s growth and profitability. Provide financial insights and recommendations to senior management.

·         Regulatory Compliance: Ensure adherence to regulatory requirements, including those specific to the stock broking industry. Coordinate with external auditors and regulatory bodies as needed.

·         Risk Management: Identify and manage financial risks, including market, credit, and operational risks. Develop and implement risk mitigation strategies.

·         Team Leadership: Lead and mentor the finance and accounting team. Foster a collaborative and high-performance work environment.

·         Financial Analysis: Conduct financial analysis and reporting to support decision-making processes. Monitor and analyze financial performance metrics.

·         Stakeholder Communication: Communicate financial information to stakeholders, including senior management, board members, and investors. Prepare and present financial reports and analyses.

·         Process Improvement: Continuously evaluate and improve financial processes and systems to enhance efficiency and accuracy.

KPIs (Key Performance Indicators):

1.      Accuracy of Financial Reporting

2.      Timeliness of Monthly/Quarterly/Annual Closings

3.      Compliance with Regulatory Requirements

4.      Cost Management

5.      Cash Flow Management

6.      Audit and Internal Controls

7.      Accounts Receivable and Payable Management

8.      Team Productivity and Development

9.      Tax Compliance and Optimization

10.  Technology Integration and Process Improvement

KRAs (Key Result Areas):

1.      Financial Reporting and Analysis

2.      Regulatory Compliance and Tax Management

3.      Budgeting and Financial Planning

4.      Cash Flow and Working Capital Management

5.      Audit and Internal Controls

6.      Expense Management

7.      Accounts Payable and Receivable Management

8.      Team Leadership and Development

9.      Technology and Process Optimization

10.  Stakeholder Communication and Reporting

Qualifications: · Education: Bachelor’s degree in Accounting, Finance, Business Administration, or a related field. A Master’s degree or professional certification (e.g., CPA, CFA) is preferred. · Experience: Minimum of 15 years of experience in finance and accounting, with at least 8-10 years in a managerial or leadership role within the stock broking industry. · Knowledge: Strong understanding of financial regulations and compliance requirements specific to the stock broking sector. Proficiency in financial software and systems. · Skills: Excellent leadership and team management skills. Strong analytical and problem-solving abilities. Effective communication and interpersonal skills. · Attributes: High level of integrity and professionalism. Ability to work under pressure and meet deadlines. Strong attention to detail and accuracy.

As per Candidature

Digital Sales Lead/AVP Digi.Sales

Department: Marketing

Reports to:  Managing Director

Employment Type: Full-Time

Experience Required: 8-12 years in digital marketing (preferably in financial services, stock broking, or fintech)

Role Summary:

The Digital Marketing Head is responsible for leading the strategy, planning, and execution of all digital marketing initiatives to drive customer acquisition, brand awareness, and revenue growth for the stockbroking company. This role focuses on creating a digital presence across various channels, optimizing customer experience, and ensuring a high return on digital marketing investments.

Key Responsibilities:

Digital Strategy Development:

Develop and implement the overall digital marketing strategy aligned with business goals.

Identify growth opportunities through digital channels including paid, owned, and earned media.

Create a multi-channel approach using SEO/SEM, content marketing, email marketing, social media, and paid advertising.

Customer Acquisition & Engagement:

Lead customer acquisition campaigns through online platforms including Google Ads, Facebook, LinkedIn, etc.

Optimize user journeys and funnels to enhance customer experience and increase conversion rates.

Collaborate with product and sales teams to ensure lead nurturing and customer engagement.

Performance Marketing & Analytics:

Drive performance marketing initiatives across search engines and social media.

Monitor and analyze key performance metrics (ROI, CAC, LTV) to optimize marketing spends.

Use web analytics tools (e.g., Google Analytics) for tracking and reporting on performance.

Content & Creative Management:

Oversee the development and implementation of content strategy (blogs, whitepapers, videos, etc.).

Collaborate with content, creative, and design teams to create compelling digital assets.

Ensure messaging and branding are consistent across all digital channels.

Social Media Strategy:

Manage and grow the company’s social media presence across platforms.

Create innovative and engaging campaigns to increase follower engagement and lead generation.

Search Engine Optimization (SEO):

Ensure that the company’s website is optimized for search engines to improve rankings.

Implement technical SEO, on-page SEO, and content strategies to improve organic search visibility.

Collaboration and Team Leadership:

Lead, mentor, and manage the digital marketing team.

Collaborate with cross-functional teams, including sales, customer support, and IT.

Work closely with agencies, media partners, and third-party vendors.

Budgeting & Cost Management:

Develop and manage the digital marketing budget, ensuring ROI on all marketing efforts.

Allocate spending and track progress across all digital marketing campaigns.

Key Requirements:

Education: Bachelor’s degree in marketing, business, or a related field. An MBA is preferred.

Experience: 8-12 years of digital marketing experience, with at least 3-5 years in a leadership role.

Industry Knowledge: Prior experience in stockbroking, fintech, or financial services is a plus.

Technical Skills: Proficiency in digital marketing tools (e.g., Google Analytics, SEMrush, Hootsuite, etc.).

Creative Skills: Strong understanding of content development and online brand management.

Leadership: Proven ability to lead teams, collaborate across departments, and drive marketing innovation.

Analytical: Strong data-driven decision-making skills with experience in performance marketing and ROI optimization.

Key Performance Indicators (KPIs):

Customer Acquisition Cost (CAC): Optimize CAC across digital platforms.

Return on Ad Spend (ROAS): Ensure profitable returns on digital marketing investments.

Lead Generation & Conversion Rates: Increase the number of leads and conversions from digital campaigns.

Website Traffic & Engagement: Improve organic traffic, time on site, and conversion rates.

Social Media Growth: Increase followers, engagement rates, and reach on key platforms.

SEO Performance: Improve rankings, organic traffic, and keyword performance.

Key Result Areas (KRAs):

Digital Strategy Execution: Implementation of a comprehensive digital marketing strategy.

Customer Growth: Achieve defined targets for customer acquisition and retention.

Budget Management: Efficient use of the digital marketing budget with a strong focus on ROI.

Team Leadership: Build a strong, results-driven digital marketing team.

Compensation Package:

Base Salary: Competitive, based on experience and market standards.

Bonuses: Performance-based bonuses tied to key KPIs and company profitability.

Perks: Flexible work hours, professional development opportunities.

This role requires a visionary digital leader who can blend creativity with data-driven decision-making to ensure the company's growth in the digital space.

Post Graduate and certifications of relevant area.

As per Candidature

Regional Sales Manager:

1. Developing Sales Strategies: Creating and implementing effective sales strategies to meet or exceed sales targets and objectives. 2. Team Leadership: Providing leadership, direction, and support to the sales team, including training, coaching, and performance management. 3. Market Analysis: Monitoring market trends, competitor activities, and customer preferences to identify opportunities for growth. 4. Client Relationship Management: Building and maintaining strong relationships with existing clients, as well as identifying and prospecting new clients. 5. Sales Forecasting and Reporting: Analysing sales data, forecasting future sales trends, and preparing regular sales reports for management review. 6. Collaboration with Other Departments: Working closely with other departments such as research, operations, and compliance to ensure seamless execution of sales strategies and compliance with regulatory requirements. 7. Budgeting and Resource Allocation: Participating in budget planning and resource allocation to support sales initiatives effectively. 8. Performance Evaluation: Evaluating the performance of the sales team against targets and KPIs, and implementing corrective actions as needed. 9. Continuous Improvement: Identifying areas for improvement in sales processes, tools, and techniques, and implementing changes to enhance efficiency and effectiveness.

-Minimum 10 years of sales experience. -Strong leadership and analytical skills. -Knowledge of share and security market trends.

8.00 LPA to 12.00 LPA

Sales Manager

-Minimum 7 years of sales experience. -Strong leadership and analytical skills. -Knowledge of share and security market trends.

6.5 LPA to 8.5 LPA

Business Development Manager

-Minimum 5 years of experience in business development. -Leadership and team management skills. -In-depth knowledge of the share and security industry.

3.00 LPA – 4.80 LPA

Business Development Executive

Minimum 2 Years of experience in relevant field.

2.50LPA – 3.00LPA