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, drive revenue growth, and deliver exceptional financial solutions to retail and institutional clients. The ideal candidate will bring a strong background in financial services or broking, a passion for capital markets, and a proven ability to build lasting client relationships. As a Sales Manager, you will play a pivotal role in expanding our customer base and contributing to the overall business objectives of one of India's most trusted securities firms.

Key Responsibilities

• Drive new client acquisition through targeted outreach, referrals, networking, and lead generation activities to consistently meet and exceed monthly sales targets.
• Manage and grow a portfolio of existing clients by providing tailored investment advice, product recommendations, and timely market insights across equities, mutual funds, derivatives, and other financial instruments.
• Conduct in-depth financial needs assessments for clients and present appropriate investment solutions aligned with their risk appetite and financial goals.
• Collaborate with internal teams including research, product, and operations to ensure seamless client onboarding and superior service delivery.
• Monitor market trends, competitor activities, and regulatory changes to proactively adapt sales strategies and keep clients informed with relevant updates.
• Prepare and present regular sales reports, pipeline updates, and performance metrics to branch management and senior leadership.
• Organize and participate in investor awareness programs, seminars, and promotional events to enhance brand visibility and generate quality leads in the Goregaon region.
• Ensure full compliance with SEBI regulations, HDFC Securities' internal policies, and all applicable financial industry guidelines during all client interactions and transactions.

Requirements

• Education: Bachelor's degree in Finance, Business Administration, Commerce, or a related field; MBA or postgraduate qualification is preferred.
• Experience: Minimum 3–6 years of experience in sales within the financial services, broking, or wealth management industry, with a demonstrated track record of achieving revenue targets.
• Valid NISM Series VIII (Equity Derivatives) certification and NISM Series V-A (Mutual Fund Distributors) certification are highly desirable; AMFI registration is an added advantage.
• Strong knowledge of capital markets, equity trading, mutual funds, IPOs, and other retail investment products offered through a broking platform.
• Excellent communication, negotiation, and interpersonal skills with the ability to build trust and credibility with a diverse client base.
• Proficiency in CRM tools, MS Office Suite, and digital sales platforms; familiarity with online trading platforms is a distinct advantage.
• Self-motivated, target-oriented mindset with the ability to work independently as well as collaboratively within a team environment in a fast-paced setting.

Benefits

• Competitive Compensation: Attractive fixed salary package complemented by a performance-based incentive structure and annual bonuses tied to individual and branch targets.
• Career Growth: Clear and structured career progression pathways within HDFC Securities, supported by ongoing training programs and leadership development initiatives.
• Health and Wellness: Comprehensive medical insurance coverage for employees and their dependents, along with access to employee wellness programs.
• Brand Prestige: Opportunity to represent one of India's most reputed and trusted financial services brands, backed by the HDFC Group's legacy of excellence.
• Learning and Development: Access to industry certifications, in-house training modules, and mentorship opportunities to continuously enhance professional skills and market knowledge.