Senior Manager - B2B

Jainam Broking Limited

• 38 minutes ago
  
  

• Revenue & Sales Growth
• Own regional P&L and achieve quarterly and annual revenue targets.
• Drive new business acquisition for B2B fintech solutions (e.g., trading APIs, OMS/RMS, algo platforms, analytics tools, onboarding/KYC tech, wealth management platforms, payment solutions, etc.).
• Identify and close strategic high-value accounts.
• Client Acquisition & Account Management
• Build and manage relationships with brokers, sub-brokers, fintech companies, RIAs, PMS houses, NBFCs, wealth managers, and financial institutions.
• Conduct product demos, negotiations, onboarding, and contract closures.
• Ensure excellent client experience and recurring business through cross-selling/upselling.
• Market Expansion & Territory Management
• Develop and execute regional sales plans to increase market penetration.
• Maintain a strong pipeline and accurate sales forecasting.
• Identify new segments, opportunities, and strategic alliances in the region.
• Product Expertise & Solution Consulting
• Act as the regional product expert—understand trading platforms, APIs, regulatory requirements, and fintech workflows.
• Liaise with product, tech, and operations teams to customize solutions per client needs.
• Capture market feedback to support product development.
• Team Leadership (optional if senior role)
• Manage and mentor a regional sales team (if applicable).
• Define KPIs, monitor performance, and drive training and development.
• Compliance & Reporting
• Maintain CRM hygiene with updated leads, opportunities, and projections.
• Ensure compliance with SEBI and other regulatory guidelines as applicable.
• Prepare and present weekly/monthly sales reports to leadership.
  
  

• Strong understanding of stock markets, trading systems, capital markets products, and financial services.
• Proven experience selling B2B SaaS or fintech products to institutional clients.
• Excellent negotiation, presentation, and contract closure skills.
• Strong network in the broking/fintech ecosystem.
  
  

• Experience with:
• Trading APIs (REST/WebSocket)
• Algo & automated trading platforms
• RMS/OMS/Back-office systems
• KYC/Onboarding platforms
• Market data feeds
• Wealth management digital platforms
• Comfortable interacting with product & tech teams.
  
  

• Self-driven with strong ownership.
• Strategic thinking with execution excellence.
• Ability to manage complex multi-stakeholder sales cycles.
• Strong communication & relationship-building skills.
  
  

• MBA/PGDM in Finance, Marketing, or related field preferred.
• Certifications like NISM Series VIII / Equity Derivatives (optional but valuable).