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 sales professional to lead business development efforts, drive revenue growth, and build lasting client relationships within the financial services and securities industry. The ideal candidate will possess a strong understanding of equity markets, financial products, and customer acquisition strategies, and will play a pivotal role in expanding our retail and HNI client base in the region.

Key Responsibilities

• Drive the acquisition of new clients through proactive lead generation, referrals, and targeted outreach campaigns to achieve monthly and quarterly revenue targets.
• Manage and grow relationships with existing clients by offering tailored investment solutions across equities, mutual funds, derivatives, and other financial products offered by HDFC Securities.
• Lead, mentor, and motivate a team of Relationship Managers and Sales Executives to ensure consistent performance and achievement of branch-level sales goals.
• Conduct regular market analysis and stay updated on financial market trends, competitor activities, and regulatory changes to provide informed guidance to clients and the team.
• Collaborate with internal departments including research, operations, and compliance to ensure seamless client onboarding and superior service delivery.
• Develop and implement strategic sales plans aligned with organizational objectives to increase market penetration and brand visibility in the Goregaon territory.
• Monitor team performance metrics, prepare detailed sales reports, and present progress updates to senior management on a regular basis.
• Ensure full compliance with SEBI regulations, internal policies, and industry standards in all client interactions and business transactions.

Requirements

• Education: Bachelor's degree in Finance, Business Administration, Commerce, or a related field; MBA or PGDM preferred.
• Experience: Minimum 3–6 years of proven sales experience in financial services, broking, banking, or wealth management, with at least 1–2 years in a team leadership or managerial capacity.
• Strong knowledge of capital markets, equity trading, mutual funds, and other investment products, along with familiarity with trading platforms and tools.
• Excellent communication, negotiation, and interpersonal skills with a demonstrated ability to build and maintain long-term client relationships.
• NISM Series VIII (Equity Derivatives) certification and/or other relevant SEBI/AMFI certifications are highly desirable.
• Proficiency in CRM software, MS Office Suite, and data-driven sales reporting tools.
• Self-motivated, target-oriented, and capable of thriving in a fast-paced, competitive environment with a strong sense of ownership and accountability.

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 one of India's leading financial services organizations, with access to leadership development programs.
• Health and Wellness: Comprehensive medical insurance coverage for employees and their dependents, along with employee wellness initiatives.
• Learning and Development: Access to ongoing training programs, industry certifications, and knowledge-sharing platforms to continuously enhance professional skills.
• Work Environment: A collaborative, inclusive, and high-performance work culture backed by the trust and reputation of the HDFC Group, one of India's most respected financial conglomerates.