01Overview
Job Description Zonal Head (Equity Business)
Industry: Broking / Stockbroking
Reporting To: National Sales Head
Role Overview The Zonal Head Equity Business will lead the equity operations and sales
This role includes full P&L responsibility for the zone, expansion of branches and client base, regulatory compliance, and driving equity revenue through retail and HNI segments. The ideal candidate is a seasoned broking professional with strong leadership skills, deep understanding of equity markets, and proven experience in multi-city business management.
Key Responsibilities
P&L Ownership Equity Business
Own and manage the P&L for the equity vertical across all three cities.
Drive equity revenue through brokerage generation, trading volumes, and client
activity.
Monitor city-wise profitability, cost ratios, and operational efficiency.
Equity Sales & Business Growth
Lead business expansion for equity retail, HNI, and advisory segments.
Drive new client acquisition (Retail, HNI, Ultra HNI) and increase wallet share from
existing customers.
Increase cross-sell of equity-linked products such as IPOs, research-based
advisory, margin products, and digital trading solutions.
Multi-City Leadership & Branch Management
Oversee the daily operations and business performance of all branches across
Chennai, Hyderabad, and Bangalore.
Support City Heads/Branch Managers in achieving monthly and quarterly equity
targets.
Ensure consistent execution of sales processes, onboarding, research distribution,
and service delivery.
Market Expertise & Strategy Execution
Work closely with research, dealing, RMS, and product teams to develop and
implement growth strategies.
Leverage market insights to drive higher trading activity and client engagement.
Strengthen relationships with HNI clients through market intelligence and
investment guidance (non-advisory if applicable).
Compliance, Risk & Regulatory Oversight
Ensure all branches comply with SEBI, NSE, BSE, and internal broking guidelines.
Manage key risk controls including margin monitoring, exposure checks, and audit
readiness.
Ensure seamless and compliant client onboarding (KYC, account opening,
pledge/unpledge, etc.).
Leadership & Team Development
Lead and mentor equity sales teams, dealers, relationship managers, and branch
heads.
Build a high-performance culture focused on productivity, compliance, and client-
centricity.
Drive training and upskilling initiatives for equity market knowledge and advisory
orientation.
Required Qualifications & Experience
Graduate/Postgraduate; MBA/Finance preferred.
1015+ years of experience in the broking industry with strong exposure to equity
markets.
Proven track record in multi-city business management and equity sales
leadership.
Strong understanding of market products, trading platforms, risk management, and
regulatory frameworks.
Experience in driving P&L, team performance, and business expansion.
Key Skills
Equity Market Expertise (Cash, F&O)
Leadership & People Management
P&L & Financial Acumen
Sales Strategy & Execution
Multi-City Operations
Regulatory Compliance (SEBI/NSE/BSE)
Strong Analytical & Decision-Making Ability
Communication & Client Relationship Management
What We Offer
Leadership role with multi-city coverage
High ownership with P&L responsibility
Opportunity to scale equity business in a high-growth region
Attractive compensation with performance-linked incentives .
