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 client acquisition efforts, manage a high-performing team, and drive revenue growth within one of India's most trusted financial services organizations. The ideal candidate will bring deep knowledge of equity markets, financial products, and a proven track record of building lasting client relationships in a competitive brokerage environment.

Key Responsibilities

• Drive new client acquisition and expand the customer base through targeted outreach, referrals, and networking within the Goregaon and surrounding areas.
• Manage and mentor a team of Relationship Managers and Sales Executives to achieve individual and collective revenue targets on a monthly and quarterly basis.
• Promote and cross-sell HDFC Securities' full suite of financial products including equities, derivatives, mutual funds, IPOs, bonds, and insurance products.
• Develop and execute strategic sales plans aligned with branch objectives, monitoring performance metrics and implementing corrective actions where necessary.
• Build and maintain strong, long-term relationships with HNI and retail clients by providing personalized investment guidance and exceptional service delivery.
• Collaborate closely with the branch head and product teams to organize investor awareness programs, seminars, and promotional campaigns to increase brand visibility.
• Ensure full compliance with SEBI regulations, internal company policies, and KYC/AML guidelines throughout all sales and onboarding processes.
• Analyze market trends and competitor activity to identify new business opportunities and refine the team's sales approach accordingly.

Requirements

• Education: Bachelor's degree in Business Administration, Finance, Commerce, or a related field; MBA or equivalent postgraduate qualification is preferred.
• Experience: Minimum 3–6 years of relevant experience in financial services, stock broking, or wealth management, with at least 1–2 years in a team leadership or supervisory role.
• NISM Series VIII (Equity Derivatives) certification is mandatory; additional NISM or AMFI certifications will be considered a strong advantage.
• Demonstrated ability to meet and exceed sales targets with a strong understanding of capital markets, investment products, and client portfolio management.
• Excellent communication, negotiation, and interpersonal skills with the ability to engage confidently with retail as well as high-net-worth clients.
• Proficiency in CRM tools, MS Office Suite, and trading platforms; familiarity with HDFC Securities' internal systems is a plus.
• Strong analytical mindset with the ability to interpret financial data and present actionable insights to clients and senior management.

Benefits

• Competitive Compensation: Attractive fixed salary complemented by a performance-linked incentive structure and annual bonus tied to individual and branch targets.
• Career Growth: Clear and structured career progression pathways within HDFC Securities, backed by regular training programs, leadership development initiatives, and mentorship opportunities.
• Health & Wellness: Comprehensive medical insurance coverage for employees and their dependents, along with employee wellness programs and paid leave benefits.
• Brand Prestige: Work with one of India's most reputed and financially stable brokerage firms, backed by the trusted HDFC Group legacy with a strong national presence.
• Work Environment: Collaborative and inclusive workplace culture that values innovation, integrity, and professional excellence in a well-equipped Goregaon office location.