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 drive revenue growth within one of India's most trusted financial services organizations. The Sales Manager will be responsible for acquiring new clients, managing existing relationships, and promoting a wide range of financial products including equities, mutual funds, derivatives, and insurance. The ideal candidate will possess a strong understanding of capital markets, exceptional leadership skills, and a passion for delivering outstanding client experiences.

Key Responsibilities

• Drive new client acquisition through proactive outreach, referrals, networking, and local market activations to consistently meet and exceed assigned sales targets.
• Manage and grow a portfolio of high-value retail and HNI clients by offering personalized investment solutions aligned with their financial goals and risk appetite.
• Promote and cross-sell the full suite of HDFC Securities products including equities, derivatives, mutual funds, IPOs, bonds, and insurance products.
• Lead, mentor, and motivate a team of Relationship Managers and Sales Executives to achieve individual and branch-level revenue targets.
• Conduct regular market analysis and competitor benchmarking to identify business opportunities and refine sales strategies accordingly.
• Ensure strict adherence to regulatory guidelines and compliance standards set by SEBI, NSE, BSE, and internal company policies at all times.
• Prepare and present weekly and monthly sales performance reports to branch management, highlighting achievements, pipeline status, and action plans.
• Collaborate with internal teams including research, operations, and marketing to deliver seamless client onboarding and servicing experiences.

Requirements

• Bachelor's degree in Finance, Business Administration, Commerce, or a related field; MBA or postgraduate qualification is preferred.
• Minimum 3 to 7 years of experience in sales within the financial services, broking, or banking industry with a proven track record of meeting targets.
• Strong knowledge of capital markets, investment products, and financial planning concepts; NISM Series certifications are a distinct advantage.
• Demonstrated ability to build and maintain long-term client relationships with retail, mass affluent, and HNI customer segments.
• Excellent communication, negotiation, and presentation skills with the ability to explain complex financial products in a simple and compelling manner.
• Proficiency in CRM tools, MS Office, and trading platforms; familiarity with HDFC Securities systems is an added benefit.
• Self-motivated with strong leadership qualities and the ability to thrive in a target-driven, fast-paced work environment.

Benefits

• Competitive compensation package including a fixed salary, performance-linked incentives, and attractive bonuses tied to sales achievements.
• Access to comprehensive training and development programs, including product knowledge sessions, leadership workshops, and certification support.
• Opportunity for accelerated career growth within HDFC Securities and the broader HDFC Group ecosystem across pan-India locations.
• Health insurance coverage, employee wellness programs, and other statutory benefits as per company policy.
• A collaborative and inclusive work culture backed by the reputation and stability of one of India's most respected financial institutions.