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 business growth within one of India's most trusted and reputed financial services organizations. The Sales Manager will be responsible for acquiring new clients, managing existing relationships, and achieving branch-level revenue targets across equity, mutual funds, and other financial products. The ideal candidate will bring a strong understanding of capital markets, a passion for client servicing, and the ability to inspire a high-performing team.

Key Responsibilities

• Drive new client acquisition through proactive outreach, referrals, networking, and digital channels to expand the customer base within the Goregaon territory.
• Achieve and exceed monthly and quarterly sales targets for equity broking, derivatives, mutual funds, IPOs, bonds, and other investment products.
• Build and maintain strong, long-term relationships with high-net-worth individuals (HNIs), retail investors, and corporate clients to ensure client retention and satisfaction.
• Lead, mentor, and manage a team of Relationship Managers and Sales Executives, providing regular training, performance reviews, and motivation to meet team objectives.
• Conduct financial needs assessments for clients and recommend suitable investment solutions aligned with their risk profile and financial goals.
• Collaborate with internal teams including research, operations, and compliance to ensure seamless client onboarding and superior service delivery.
• Monitor market trends, competitor activities, and regulatory changes to develop effective sales strategies and stay ahead in a competitive landscape.
• Prepare and present regular sales reports, forecasts, and performance dashboards to branch management and senior leadership.

Requirements

• Bachelor's degree in Finance, Business Administration, Commerce, or a related field; MBA or equivalent postgraduate qualification is preferred.
• Minimum 4–8 years of experience in financial services sales, preferably within broking, wealth management, or banking sectors.
• Strong knowledge of capital markets, equity products, mutual funds, and investment instruments along with familiarity with SEBI regulations and compliance requirements.
• Valid NISM certifications (Series VIII – Equity Derivatives and/or Series V-A – Mutual Fund Distributors) are highly desirable.
• Proven track record of meeting and exceeding sales targets with demonstrated ability to manage and grow a client portfolio effectively.
• Excellent communication, negotiation, and interpersonal skills with the ability to present complex financial concepts in a clear and compelling manner.
• Proficiency in CRM tools, MS Office Suite, and familiarity with trading platforms used in the broking industry.

Benefits

• Competitive compensation package including a fixed salary, performance-linked incentives, and an attractive bonus structure based on target achievement.
• Access to world-class training and professional development programs to continuously enhance your skills and advance your career within HDFC Securities.
• Comprehensive employee benefits including health insurance, life cover, provident fund, and gratuity as per company policy.
• Opportunity to work with a prestigious and well-established brand backed by the HDFC Group, offering strong organizational support and a collaborative work environment.
• Clear and structured career progression pathways with opportunities to grow into senior leadership roles within the organization.