Retention Head - North

About Angel One:
For nearly three decades, Angel One has been making investing and wealth creation more accessible and engaging for Indians. Today, 3.7+ crore customers trust Angel One across investing, trading, wealth creation, and credit.
We are one of the best fintech platforms, building simple, intelligent and seamless financial experiences for millions of users across the country. From investing and trading to wealth creation and credit, everything we build is focused on making financial journeys easier, faster, more accessible and engaging.
We believe strong fundamentals matter—in investing, in technology and in the way we build our teams. Trust, simplicity, speed and long-term thinking shape how we work and what we build.
Here, people work on real problems at real scale. Millions of users interact with our platform every day, and every team plays a role in shaping that experience.
We move fast, take ownership and keep learning along the way. No matter the role, people here are encouraged to share ideas, challenge the usual and build things that create real impact.
If you're excited to solve meaningful problems, build at scale, and shape the future of financial services, you'll fit right in.
Job Title: Retention Head – North (Authorised Partner Service)
Location: Delhi
What you will do:
The Retention Head will be responsible for driving revenue growth, ensuring partner retention, and delivering a superior service experience for Authorized Partners (APs) / Franchisees in the assigned region. The role requires meeting revenue targets, proactively engaging APs, and ensuring they receive the highest level of support to maximize their business potential.
Key Responsibilities:
Revenue Generation & Business Growth
Own and achieve assigned revenue targets by increasing business from existing APs.
Drive consistent growth in trading volumes and revenue contribution from the AP network.
Work closely with APs to unlock business potential, ensuring higher productivity and profitability.
Support and guide APs in effectively cross-selling financial products (insurance, mutual funds, etc.) to their customers, helping them enhance their revenue potential.
Continuously analyse revenue trends and take corrective actions to improve financial performance.
Partner Retention & Engagement
Develop and execute strategies to retain high-value APs and minimize attrition.
Strengthen relationships with APs through regular engagement, business support, and performance reviews.
Identify at-risk partners and implement proactive interventions to retain them.
Service Excellence & Partner Support
Ensure the highest level of service delivery to APs, addressing their concerns efficiently.
Work closely with internal teams to streamline onboarding, payouts, operational support, and issue resolution.
Act as point of contact for APs, ensuring a seamless experience and strong long-term relationships.
Competitive Intelligence & Risk Mitigation
Monitor competitor activities and ensure APs remain committed to the company.
Develop counter-strategies, including incentive structures and service enhancements, to prevent AP migration.
Analyse reasons for AP attrition and implement measures to improve retention.
Performance Monitoring & Reporting
Track and analyse partner retention rates, revenue growth, and service quality metrics.
Provide regular business reports and actionable insights to the National Head – Retention.
Implement data-driven strategies to improve overall business performance in the assigned region.
Regulatory & Compliance Adherence
Ensure strict adherence to regulatory and procedural compliance, ensuring that all APs operate in line with SEBI, IRDAI, and other relevant regulatory guidelines, industry standards, and company policies.
Work closely with internal teams to address any regulatory concerns and proactively identify and mitigate compliance risks to maintain the company's integrity and minimize exposure to legal or financial penalties.
Who you are:
Experience: 10-15 years in Broking/Wealth/Financial Services, with expertise in Broking or cross selling broking in banks or wealth with partnership management or B2B.
Proven track record of achieving business and revenue targets.
Strong ability to deliver a high-quality partner experience.
Deep understanding of equity, derivatives, and financial products.
Experience in managing teams and working with multiple stakeholders.
Ability to build strong partner relationships and resolve
concerns effectively.
Data-driven approach to decision-making and on-ground execution.
Fluency in English, Hindi, and the regional language is preferred.
At Angel One, our thriving culture is rooted in Diversity, Equity, and Inclusion (DEI).
As an Equal opportunity employer, we wholeheartedly welcome people from all backgrounds irrespective of caste, religion, gender, marital status, sexuality, disability, class or age to be part of our team.
We believe that everyone's unique experiences and viewpoints make us stronger together.
Come and be a part of #OneSpace*, where your individuality is celebrated and embraced.

Work arrangement
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