Sales Manager - HDFC SEC - Goregaon

About the Role

HDFC Securities Limited is seeking a dynamic and results-driven Sales Manager to join our growing team at the Goregaon branch in Mumbai. This is an exciting opportunity for a motivated financial services professional to lead sales initiatives, drive revenue growth, and build lasting client relationships within one of India's most trusted and reputed brokerage and financial services firms. The ideal candidate will possess a strong understanding of equity markets, financial products, and retail or institutional client management, combined with the leadership skills necessary to inspire and manage a high-performing sales team.

Key Responsibilities

• Drive business development and achieve assigned revenue targets by acquiring new clients and deepening relationships with existing customers across equity, mutual funds, insurance, and other financial products.
• Lead, mentor, and manage a team of Relationship Managers and Sales Executives to ensure consistent performance, motivation, and achievement of individual and team targets.
• Develop and execute strategic sales plans aligned with branch objectives and overall organizational goals set by HDFC Securities.
• Identify and capitalize on new business opportunities within the Goregaon and surrounding catchment areas through networking, referrals, corporate tie-ups, and local market engagement.
• Monitor market trends, competitor activities, and customer needs to provide relevant product recommendations and maintain a competitive edge in the local market.
• Ensure full compliance with SEBI regulations, internal company policies, and industry guidelines across all sales activities and client interactions.
• Prepare and present regular sales performance reports, forecasts, and analytics to branch management and senior leadership.
• Collaborate closely with operations, research, and product teams to deliver a seamless and superior client experience at every touchpoint.

Requirements

• Education: Bachelor's degree in Finance, Business Administration, Commerce, or a related field; MBA or equivalent postgraduate qualification is preferred.
• Experience: Minimum 4–7 years of relevant experience in financial services sales, with at least 2 years in a team leadership or managerial capacity within a broking, banking, or wealth management environment.
• NISM Series VIII (Equity Derivatives) certification and other relevant SEBI-mandated certifications are mandatory or must be obtained within a stipulated period.
• Strong knowledge of capital markets, equity broking, mutual funds, PMS, and other investment products commonly offered in the Indian financial services sector.
• Excellent communication, negotiation, and interpersonal skills with a proven ability to build trust and long-term relationships with HNI and retail clients.
• Proficiency in CRM tools, MS Office Suite, and familiarity with trading platforms used in the Indian broking industry.
• Self-motivated, target-oriented mindset with the ability to thrive in a fast-paced, competitive sales environment.

Benefits

• Competitive Compensation: Attractive fixed salary package complemented by a performance-linked incentive structure and annual bonuses based on target achievement.
• Career Growth: Clear and structured career progression pathways within HDFC Securities, one of India's leading financial services organizations, with access to internal mobility and leadership development programs.
• Learning and Development: Continuous training opportunities including product knowledge sessions, leadership workshops, and certifications sponsored by the organization.
• Health and Wellness: Comprehensive medical insurance coverage for employees and their dependents, along with employee wellness initiatives.
• Work Environment: A collaborative, inclusive, and professionally enriching work culture backed by the credibility and stability of the HDFC Group brand.