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 manage a high-performing team within one of India's most trusted and reputed financial services organizations. The Sales Manager will be responsible for driving revenue growth, expanding the client base, and ensuring exceptional customer satisfaction across equity, mutual fund, and other investment product segments. The ideal candidate will bring a strong background in financial services sales, proven leadership capabilities, and a deep understanding of capital markets.

Key Responsibilities

• Lead, mentor, and manage a team of Relationship Managers and Sales Executives to consistently achieve and exceed assigned revenue and acquisition targets.
• Drive the acquisition of new clients through structured prospecting, referral networks, corporate tie-ups, and branch walk-in conversions across equity, derivatives, mutual funds, and insurance products.
• Develop and execute strategic sales plans to grow the branch's Assets Under Management (AUM), broking revenue, and overall business volume in the Goregaon territory.
• Build and maintain strong long-term relationships with High Net Worth Individuals (HNIs), retail investors, and corporate clients by delivering tailored investment solutions aligned with their financial goals.
• Monitor daily, weekly, and monthly sales performance metrics, prepare detailed MIS reports, and present business updates to senior management on a regular basis.
• Ensure strict adherence to regulatory guidelines issued by SEBI, AMFI, and IRDAI, and maintain full compliance with internal risk management and audit policies.
• Collaborate closely with the product, marketing, and operations teams to design and execute local promotional campaigns, investor awareness programs, and client engagement events.
• Identify market trends, competitor activities, and emerging customer needs to recommend product enhancements and sales strategy improvements to the regional leadership team.

Requirements

• Bachelor's degree in Business Administration, Finance, Commerce, or a related field; MBA or Post Graduate Diploma in Finance is strongly preferred.
• Minimum 4 to 8 years of relevant experience in financial services sales, with at least 2 years in a team leadership or managerial capacity within broking, banking, or wealth management.
• Strong knowledge of equity markets, mutual funds, fixed income instruments, derivatives, and insurance products, with the ability to explain complex financial concepts clearly to clients.
• Valid NISM certifications (Series VIII - Equity Derivatives and Series V-A - Mutual Fund Distributors) are mandatory; additional certifications such as CFP or CWM will be an added advantage.
• Demonstrated ability to build and sustain a high-performance sales culture through effective coaching, performance management, and team motivation techniques.
• Excellent communication, negotiation, and interpersonal skills with a client-first approach and the ability to manage relationships at all levels.
• Proficiency in CRM tools, MS Office Suite, and trading platforms, with strong analytical and problem-solving capabilities.

Benefits

• Competitive compensation package including a fixed salary, performance-linked incentives, and an attractive annual bonus structure tied to business achievements.
• Comprehensive health and life insurance coverage for employees and their immediate family members, ensuring financial security and well-being.
• Structured learning and development programs, including access to industry certifications, leadership training, and continuous professional growth opportunities within the HDFC Group ecosystem.
• Clear and defined career progression pathways with opportunities to advance into senior regional or national leadership roles based on performance and merit.
• A collaborative and inclusive work environment backed by the credibility and stability of one of India's leading financial services brands, offering long-term career security and organizational pride.