Sales Manager - HDFC SEC - Goregaon

About the Role

HDFC Securities Ltd. 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 and drive business growth in one of India's most prominent retail brokerage and investment services firms. The Sales Manager will be responsible for acquiring new clients, managing existing relationships, and achieving revenue targets by promoting HDFC Securities' comprehensive range of financial products and services. The ideal candidate will bring strong leadership capabilities, a deep understanding of capital markets, and a proven track record in financial product sales.

Key Responsibilities

• Drive new client acquisition through proactive outreach, referrals, networking, and lead conversion to expand the branch's customer base in the Goregaon territory.
• Achieve and exceed monthly and quarterly revenue targets by promoting equity, mutual funds, derivatives, IPOs, bonds, and other investment products offered by HDFC Securities.
• Build and maintain long-term relationships with high-net-worth individuals (HNIs), retail investors, and corporate clients to ensure high levels of customer satisfaction and retention.
• Lead, mentor, and manage a team of sales executives and relationship managers, providing regular coaching, performance reviews, and on-the-ground support to maximize team productivity.
• Conduct regular market analysis and stay updated on financial market trends, competitor activities, and regulatory changes to offer clients timely and relevant investment advice.
• Coordinate with internal teams including operations, research, and compliance to ensure seamless client onboarding, smooth transaction processing, and adherence to SEBI regulations.
• Organize and participate in investor awareness programs, client events, and financial planning workshops to strengthen brand presence and generate new business opportunities.
• Prepare and present detailed sales reports, forecasts, and business development plans to senior management on a regular basis.

Requirements

• Education: Bachelor's degree in Finance, Business Administration, Commerce, or a related field; MBA or Post Graduate Diploma in Finance is preferred.
• Experience: Minimum 3–6 years of experience in financial product sales, preferably within a brokerage firm, bank, or financial institution, with at least 1–2 years in a team leadership or managerial role.
• NISM Series VIII (Equity Derivatives) and NISM Series V-A (Mutual Fund Distributors) certifications are mandatory; additional SEBI-related certifications will be an advantage.
• Strong knowledge of equity markets, mutual funds, fixed income instruments, and other financial products along with a sound understanding of capital market regulations.
• Excellent communication, interpersonal, and negotiation skills with the ability to engage confidently with clients across varied financial backgrounds.
• Proficiency in CRM tools, MS Office Suite, and trading platforms commonly used within the Indian brokerage industry.
• Self-motivated, target-oriented, and capable of working effectively in a fast-paced, competitive sales environment.

Benefits

• Competitive Compensation: Attractive fixed salary with a performance-linked incentive structure and annual bonuses based on target achievement.
• Career Growth: Clear and structured career progression pathways within HDFC Securities and the broader HDFC Group ecosystem, one of India's most trusted financial conglomerates.
• Health and Wellness: Comprehensive medical insurance coverage for employees and their dependents, along with access to employee wellness programs.
• Learning and Development: Access to continuous professional development programs, certifications, and industry training to keep skills sharp and career-ready.
• Work Environment: Collaborative and inclusive workplace culture with a supportive management team committed to employee success and well-being.