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 and manage a high-performing team within one of India's most trusted financial services organizations. The Sales Manager will be responsible for driving revenue growth, expanding the client base, and delivering exceptional investment solutions to retail and high-net-worth customers. The ideal candidate will bring deep knowledge of financial products, strong leadership capabilities, and a proven track record in achieving sales targets within the broking or financial services industry.

Key Responsibilities

• Drive the overall sales performance of the branch by setting clear targets, monitoring progress, and implementing strategies to achieve and exceed monthly and quarterly revenue goals.
• Lead, mentor, and manage a team of Relationship Managers and Sales Executives, ensuring continuous skill development, motivation, and alignment with organizational objectives.
• Acquire new clients through referrals, networking, and targeted outreach while maintaining and deepening relationships with existing customers to maximize wallet share.
• Promote and cross-sell a wide range of financial products including equities, derivatives, mutual funds, IPOs, bonds, and insurance products to meet diverse client investment needs.
• Conduct regular market analysis and competitor benchmarking to identify business opportunities and refine sales approaches accordingly.
• Ensure full compliance with SEBI regulations, HDFC Securities internal policies, and all applicable financial industry guidelines during client onboarding and ongoing service delivery.
• Collaborate closely with the operations, marketing, and product teams to execute local campaigns, events, and initiatives that enhance brand visibility and client engagement in the Goregaon region.
• Prepare and present detailed sales reports, performance dashboards, and business forecasts to senior management on a regular basis.

Requirements

• Education: Bachelor's degree in Business Administration, Finance, Commerce, or a related field; MBA or equivalent postgraduate qualification is preferred.
• Experience: Minimum 4 to 7 years of progressive sales experience in the financial services, broking, or banking sector, with at least 2 years in a team leadership or managerial role.
• 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, investment products, and financial planning concepts with the ability to communicate complex information clearly to clients of varying financial literacy levels.
• Demonstrated ability to build and sustain long-term client relationships while consistently meeting or exceeding sales targets in a competitive market environment.
• Excellent communication, negotiation, and interpersonal skills with proficiency in English, Hindi, and Marathi preferred.
• Proficiency in CRM tools, MS Office Suite, and trading platforms used within the broking industry.

Benefits

• Competitive Compensation: Attractive fixed salary package complemented by a performance-linked incentive structure and annual bonuses based on individual and branch achievements.
• Career Growth: Clear and structured career progression pathways within HDFC Securities, supported by regular training programs, leadership development initiatives, and internal mobility opportunities.
• Health and Wellness: Comprehensive medical insurance coverage for employees and their immediate family members, along with access to employee wellness programs.
• Brand Prestige: The opportunity to represent one of India's most reputable and financially sound organizations, backed by the HDFC Group legacy and a nationwide network.
• Work Environment: A collaborative, inclusive, and professional work culture that values innovation, integrity, and employee well-being at every level of the organization.