Sales Executive

Job Description (JD)

Angel One – Sub Broker / Authorised Person Development Manager

Position:

Sub Broker Development Manager (Angel One)

Department:

Business Development & Partner Acquisition

Location:

Field + Office Based

Reporting To:

Branch Manager / Business Head

Job Summary

We are looking for a highly motivated and result-oriented professional for Angel One Sub

Broker (Authorised Person) Acquisition and Development. The candidate will be responsible

for identifying, approaching, convincing, onboarding, and supporting quality financial

professionals and business owners to join Angel One as Authorised Persons (APs/Sub Brokers).

The role requires extensive field visits, daily meetings, strong follow-up, relationship

management, and excellent business development skills to expand Angel One's partner

network. Angel One Authorised Persons help investors and stockbrokers acquire and service

clients in financial markets. (Angel One)

Key Responsibilities

Business Development & Acquisition

 Acquire new Angel One Authorised Persons (Sub Brokers) every month.

 Conduct daily field visits and office meetings with prospective partners.

 Identify and approach high-potential financial professionals and business owners.

 Generate leads through references, networking, social media, seminars, events, and cold

calling.

 Conduct business presentations and explain Angel One partnership opportunities.

 Build a strong pipeline of potential APs and maintain regular follow-up.

 Convert prospects into active Angel One business partners.

Prospect Identification

Target profiles include:

 Existing Sub Brokers of other stock brokers

 Financial Consultants

 Share Market Trainers

 Investment Advisors

 Mutual Fund Distributors

 Insurance Advisors (LIC Agents)

 Chartered Accountants (CA)

 Tax Consultants

 Loan Consultants

 Wealth Managers

 Financial Service Providers

 Existing Client Base Holders

 Insurance Agencies

 Business Consultants

 Real Estate Consultants with Investor Network

 Financial Market Professionals

 NISM Certified Individuals

 Individuals having knowledge of Equity, Commodity, Currency & Mutual Funds

Daily Activities

 Minimum 5–8 partner meetings per day.

 Minimum 50 calls to prospective partners.

 Daily field visits and business presentations.

 Daily lead generation and database creation.

 Daily follow-up on existing prospects.

 Daily reporting in CRM/Google Sheet.

 Weekly partner conversion review.

 Monthly business review with management.

Monthly Targets (Indicative)

Activity

New AP Meetings

Qualified Prospects

Business Presentations

Monthly Target

100+

50+

30+

AP Applications Submitted 10+

New AP Activation

Referral Leads

3–5+

25+

Targets may be revised based on business requirements.

Compliance Responsibilities

 Ensure 100% Angel One compliance during onboarding.

 Verify all partner documents before submission.

 Follow SEBI, Exchange, and Angel One guidelines.

 No false commitments, mis-selling, or unauthorized promises.

 Maintain proper records of meetings and communications.

 Ensure all partner registrations are genuine and compliant.

 Coordinate with compliance and onboarding teams for approvals.

 Maintain transparency and ethical business practices. Angel One requires Authorised

Persons to operate under defined agreements and compliance standards. (Angel One)

Required Skills

Must Have

 Strong Convincing & Negotiation Skills

 Excellent Communication Skills

 Strong Follow-Up Ability

 Relationship Building Skills

 Sales & Marketing Expertise

 Presentation Skills

 Lead Generation Experience

 Business Development Mindset

 Self-Motivated & Target Oriented

Preferred

 Knowledge of Share Market

 Equity & Derivatives Knowledge

 Mutual Fund Knowledge

 Insurance Product Understanding

 Financial Services Background

 Partner Acquisition Experience

Eligibility

 Graduate Preferred

 Minimum 1–3 Years Experience in Financial Services, Sales, Insurance, Broking, Mutual

Fund, Banking, or Business Development.

 Freshers with exceptional communication and financial market knowledge may also

apply.

 Knowledge of stock market and investment products preferred. Angel One highlights

financial market understanding and client management skills as important for

Authorised Person-related business development. (Angel One)

Key Performance Indicators (KPI)

 Number of AP Meetings

 Number of Qualified Prospects

 Conversion Ratio

 AP Activations

 Revenue Generated

 Compliance Score

 Partner Retention

 Business Growth Contribution

Preferred Personality

✔ Energetic & Aggressive Business Developer

✔ Strong Network Builder

✔ Field-Oriented Professional

✔ Result Driven

✔ Entrepreneurial Mindset

✔ Passionate About Financial Markets

✔ Excellent Relationship Manager

"our mission is to build a strong and compliant Angel One Authorised Person network, driving

sustainable business growth through quality partner acquisition and relationship

management."

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