Sales Manager - HDFC SEC - Goregaon

About the Role

HDFC Securities Limited is looking for 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 sales professional to lead and drive business growth within one of India's most trusted financial services organizations. The Sales Manager will be responsible for acquiring new clients, managing existing relationships, and achieving revenue targets by offering a comprehensive suite of investment and financial products. The ideal candidate will possess a strong understanding of equity markets, mutual funds, and other financial instruments, combined with exceptional interpersonal and leadership skills.

Key Responsibilities

• Drive new client acquisition through proactive outreach, networking, and referral-based strategies to expand the branch's customer base in the Goregaon and surrounding regions.
• Achieve and exceed assigned monthly and quarterly sales targets for equity broking, mutual funds, IPOs, derivatives, and other financial products offered by HDFC Securities.
• Build and maintain strong, long-term relationships with high-net-worth individuals (HNIs), retail investors, and corporate clients to ensure high levels of satisfaction and retention.
• Conduct regular client reviews and portfolio discussions to identify cross-selling and upselling opportunities aligned with clients' financial goals and risk profiles.
• Lead, mentor, and motivate a team of Relationship Managers and Sales Executives to enhance overall team performance and productivity.
• Collaborate with the branch manager and internal teams to develop and execute local marketing and sales campaigns targeting potential investors in the Goregaon catchment area.
• Ensure full regulatory compliance in all sales activities, adhering to SEBI guidelines, HDFC Securities' internal policies, and industry best practices.
• Prepare and submit regular sales reports and performance dashboards to senior management, highlighting key metrics, pipeline status, and market insights.

Requirements

• Bachelor's degree in Finance, Business Administration, Commerce, or a related field; MBA or postgraduate qualification is preferred.
• Minimum 3 to 6 years of experience in financial services sales, preferably within stock broking, banking, or wealth management sectors.
• Valid NISM Series VIII (Equity Derivatives) and NISM Series V-A (Mutual Fund Distributors) certifications, or willingness to obtain them upon joining.
• Demonstrated track record of meeting and exceeding sales targets with a strong existing network of investors and clients in the Mumbai region.
• In-depth knowledge of capital markets, equity trading, mutual funds, and investment products with the ability to explain complex concepts clearly to clients.
• Excellent communication, negotiation, and presentation skills in English, Hindi, and Marathi.
• Proficiency in CRM tools, MS Office Suite, and familiarity with trading platforms and back-office systems.

Benefits

• Competitive fixed salary with a performance-linked incentive structure and attractive commission payouts tied to individual and team targets.
• Access to comprehensive training and professional development programs, including certifications and leadership workshops sponsored by HDFC Securities.
• Employee benefits including health insurance, life cover, and provident fund contributions in accordance with company policy.
• Opportunity to work within a prestigious and reputed brand backed by the HDFC Group, offering long-term career growth and internal mobility across locations and verticals.
• Collaborative and performance-driven work culture with recognition programs that celebrate individual and team achievements on a regular basis.