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 financial services professional to lead sales initiatives, drive revenue growth, and deliver exceptional investment solutions to our valued clients. The ideal candidate will possess a strong understanding of equity markets, financial products, and client relationship management, combined with a proven track record of achieving and exceeding sales targets in a competitive environment.

Key Responsibilities

• Drive acquisition of new clients through proactive outreach, referrals, and networking to expand the branch's customer base across equity, mutual funds, and other financial products.
• Manage and nurture existing client relationships by providing timely market insights, personalized investment advice, and superior after-sales service to ensure long-term retention.
• Achieve monthly, quarterly, and annual revenue targets by promoting HDFC Securities' full suite of products including equities, derivatives, IPOs, bonds, and insurance.
• Lead, mentor, and motivate a team of Relationship Managers and Sales Executives to maximize individual and collective performance across the branch.
• Conduct regular market analysis and stay updated on financial trends, regulatory changes, and competitor activities to position HDFC Securities advantageously in the local market.
• Collaborate with internal departments including research, operations, and product teams to deliver seamless client experiences and resolve queries efficiently.
• Prepare and present detailed sales performance reports, pipeline updates, and business development plans to senior management on a regular basis.
• Ensure full compliance with SEBI regulations, internal policies, and KYC/AML guidelines across all client interactions and transactions.

Requirements

• Education: Bachelor's degree in Finance, Business Administration, Commerce, or a related field; MBA or equivalent postgraduate qualification is strongly preferred.
• Experience: Minimum 3–6 years of relevant experience in sales within the financial services, broking, or banking sector, with at least 1–2 years in a team leadership or managerial capacity.
• NISM Series VIII (Equity Derivatives) certification or equivalent SEBI-mandated certifications are mandatory; additional certifications in mutual funds or insurance are an advantage.
• Demonstrated ability to meet and exceed sales targets with a strong existing network of HNI and retail investors in the Mumbai region, particularly in the Goregaon and Western Suburbs area.
• Excellent communication, negotiation, and interpersonal skills with the ability to explain complex financial products clearly to diverse client profiles.
• Proficiency in CRM tools, MS Office Suite, and trading platforms with a strong analytical mindset and attention to detail.
• High level of integrity, self-motivation, and the ability to thrive in a fast-paced, target-driven work environment.

Benefits

• Competitive Compensation: Attractive fixed salary package complemented by a performance-linked incentive structure and quarterly bonuses based on target achievement.
• Career Growth: Clear and structured career progression pathways within one of India's most reputed financial services organizations, with access to leadership development programs.
• Health and Wellness: Comprehensive medical insurance coverage for employees and dependents, along with employee wellness initiatives and paid leave entitlements.
• Learning and Development: Ongoing training programs, industry certifications sponsorship, and access to HDFC Securities' internal knowledge resources to enhance professional expertise.
• Work Environment: A collaborative, inclusive, and high-performance workplace culture backed by the trust and stability of the HDFC Group brand.