Chief Officer: Brokerage Operations

2 weeks ago

Gurgaon, Haryana, India beBeeBusiness Full time ₹ 1,50,00,000 - ₹ 3,00,00,000

About Our Investment Platform

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We are building a trusted investment platform for India. With advisory-first brokerage, high-quality research, algorithmic tools, and a seamless trading experience, we're empowering millions of retail investors to trade smarter and invest with confidence.

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Our company is entering its next phase of growth - scaling brokerage, expanding advisory, and building advanced AI-driven investment solutions. This is a high-impact leadership role that requires strategic vision, deep industry expertise, and a proven track record in driving business growth, compliance, and operational excellence.

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This key role will shape the business, define go-to-market strategies, ensure regulatory adherence, and leverage technology to create a robust and competitive broking platform. The successful candidate will play a pivotal role in our company's future success.

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Key Responsibilities:

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- Define and implement the strategic vision and roadmap for the stock broking vertical in alignment with the company's long-term goals.

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- Build, mentor, and lead a high-performing team, fostering a culture of innovation, performance, and compliance.

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- Develop and execute a high-impact sales and distribution strategy to achieve market penetration and revenue targets.

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- Drive customer acquisition by leveraging cross-selling opportunities within the existing user base and external ecosystems.

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- Implement data-driven approaches for lead generation, sales forecasting, and customer acquisition.

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- Establish partnerships with banks, NBFCs, fintech companies, and institutional investors to expand market reach.

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Operational Excellence:

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- Oversee the end-to-end broking operations, ensuring efficiency, cost-effectiveness, and adherence to best practices.

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- Champion automation and AI-driven tools to optimize trading execution, customer engagement, and risk management.

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- Collaborate with technology teams to build a scalable, secure, and high-performance trading platform.

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Compliance & Risk Management:

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- Ensure 100% compliance with SEBI, NSE, BSE, and other regulatory frameworks.

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- Proactively monitor and manage operational risks, trading risks, and market risks through a structured risk management framework.

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- Engage with regulatory authorities and legal teams to stay ahead of compliance requirements.

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Customer Experience & Market Positioning:

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- Develop a superior customer experience strategy to enhance client engagement and retention.

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- Leverage analytics and feedback mechanisms to continuously improve service offerings and product innovation.

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- Position the broking business as a market leader through strategic branding, marketing, and thought leadership initiatives.

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Qualifications & Experience:

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- Bachelor's degree in Finance, Business, Economics, or a related field; MBA or equivalent qualification is preferred.

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- Minimum 15 years of experience in the Stock Broking Industry, with at least 5 years in a senior leadership role.

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- Deep understanding of broking, trading operations, market trends, and regulatory landscapes.

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- Proven expertise in P&L management, sales strategy, and business scaling.

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- Strong working knowledge of SEBI, NSE, BSE, regulatory frameworks, and risk management policies.

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- Exceptional leadership, strategic planning, and stakeholder management skills.

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