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 expand our retail broking and financial products business. The ideal candidate will be responsible for driving revenue growth, managing client relationships, and building a high-performing sales team. You will play a pivotal role in strengthening HDFC Securities' market presence in the Goregaon territory while delivering exceptional financial solutions to our valued clients.

Key Responsibilities

• Drive sales of equity broking, mutual funds, insurance, and other financial products to achieve monthly and quarterly revenue targets assigned to the Goregaon branch.
• Acquire new clients through referrals, networking, cold calling, and local market activities while maintaining and deepening relationships with the existing client base.
• Lead, mentor, and manage a team of Relationship Managers and Sales Executives to ensure consistent performance and professional development across the team.
• Conduct regular market analysis to identify business opportunities, emerging trends, and competitor strategies within the local catchment area.
• Collaborate with internal product teams, research desks, and operations to ensure seamless client onboarding and superior service delivery.
• Monitor team KPIs, prepare sales reports, and present performance reviews to senior management on a regular basis.
• Organise and participate in investor awareness programs, seminars, and community events to enhance brand visibility and generate quality leads.
• Ensure full compliance with SEBI regulations, company policies, and internal risk management guidelines in all sales activities and client interactions.

Requirements

• Education: Bachelor's degree in Business, Finance, Commerce, or a related field; MBA or equivalent postgraduate qualification is preferred.
• Experience: Minimum 4–7 years of experience in financial services sales, with at least 2 years in a team leadership or managerial role within broking, banking, or wealth management.
• NISM Series VIII (Equity Derivatives) and AMFI certification are mandatory; additional SEBI or IRDAI certifications will be an added advantage.
• Proven track record of meeting and exceeding sales targets in a competitive financial services environment, with strong knowledge of equity markets and investment products.
• Excellent communication, negotiation, and interpersonal skills with the ability to build trust and long-term relationships with high-net-worth and retail clients.
• Strong leadership capabilities with the ability to motivate, coach, and retain a diverse sales team in a target-driven environment.
• Proficiency in CRM tools, MS Office Suite, and familiarity with trading platforms and back-office systems used in the broking industry.

Benefits

• Competitive Compensation: Attractive fixed salary complemented by a performance-linked incentive structure that rewards high achievers generously.
• Career Growth: Clear and structured career progression pathways within one of India's most reputed financial services organisations, with access to leadership development programs.
• Health and Wellness: Comprehensive medical insurance coverage for employees and their dependents, along with employee assistance and wellness programs.
• Learning and Development: Regular training on financial products, market developments, and sales excellence to keep your skills sharp and relevant in a fast-evolving industry.
• Work Environment: A collaborative, inclusive, and professional work culture backed by the trust and stability of the HDFC Group brand.