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 client acquisition efforts, drive revenue growth, and build lasting relationships within the financial services sector. The ideal candidate will possess a strong understanding of equity markets, investment products, and brokerage services, combined with exceptional leadership and communication skills. As a Sales Manager, you will play a pivotal role in expanding our client base, achieving business targets, and contributing to the overall success of one of India's most trusted financial institutions.

Key Responsibilities

• Drive new client acquisition through proactive prospecting, referrals, networking, and lead generation activities within the Goregaon and surrounding territories.
• Achieve and exceed monthly and quarterly sales targets related to broking accounts, mutual funds, insurance, and other investment products offered by HDFC Securities.
• Build and maintain strong, long-term relationships with high-net-worth individuals (HNIs), retail clients, and corporate customers to ensure client retention and satisfaction.
• Conduct in-depth financial needs assessments and provide tailored investment solutions aligned with clients' financial goals and risk appetite.
• Mentor, guide, and support a team of Relationship Managers and Sales Executives to enhance their performance and professional development.
• Collaborate closely with internal teams including research, operations, and product teams to deliver seamless client experiences and resolve queries efficiently.
• Monitor market trends, competitor activities, and industry developments to identify new business opportunities and stay ahead in a competitive marketplace.
• Prepare and present regular sales performance reports, forecasts, and business plans to senior management for review and strategic planning.

Requirements

• Education: Bachelor's degree in Business Administration, Finance, Commerce, or a related field; MBA or postgraduate qualification is preferred.
• Experience: Minimum 3–6 years of relevant sales experience in financial services, broking, banking, or wealth management, with at least 1–2 years in a managerial or team-leading capacity.
• NISM Series VIII (Equity Derivatives) certification or equivalent SEBI-mandated certifications are mandatory; additional certifications in mutual funds or insurance will be an advantage.
• Proven track record of consistently meeting or exceeding sales targets within the financial services or broking industry.
• Strong knowledge of equity markets, derivatives, mutual funds, fixed income products, and other investment instruments.
• Excellent interpersonal, negotiation, and presentation skills with the ability to engage and influence clients at all levels.
• Proficiency in CRM tools, MS Office Suite, and familiarity with trading platforms used in the broking industry.

Benefits

• Competitive Compensation: Attractive fixed salary package complemented by a performance-based incentive structure that rewards high achievers generously.
• Career Growth: Clear and structured career advancement pathways within HDFC Securities, one of India's leading full-service brokerage firms backed by the HDFC Group.
• Learning and Development: Access to continuous training programs, industry certifications, and professional development workshops to sharpen your skills and knowledge.
• Health and Wellness: Comprehensive medical insurance coverage for employees and their dependents, along with employee wellness initiatives.
• Work Environment: A collaborative, inclusive, and high-performance work culture that values innovation, integrity, and excellence in everything we do.