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 business development efforts, drive revenue growth, and build lasting client relationships within the financial services and securities industry. The ideal candidate will have a strong understanding of equity markets, financial products, and a proven ability to manage and inspire a high-performing sales team.

As a Sales Manager, you will be responsible for acquiring new clients, deepening relationships with existing customers, and ensuring the branch meets its targets for assets under management, brokerage revenue, and customer acquisition. You will play a pivotal role in strengthening HDFC Securities' market presence in the Goregaon region.

Key Responsibilities

• Drive new client acquisition through targeted outreach, referrals, networking, and local market activations to consistently meet and exceed branch sales targets.
• Manage and mentor a team of relationship managers and sales executives, providing regular coaching, performance reviews, and motivation to ensure team productivity.
• Develop and execute strategic sales plans to grow brokerage revenue, mutual fund distribution, insurance, and other financial product portfolios.
• Build and maintain strong long-term relationships with high-net-worth individuals (HNIs), retail investors, and corporate clients to enhance client retention and wallet share.
• Monitor market trends, competitor activities, and customer feedback to identify new business opportunities and refine sales strategies accordingly.
• Ensure full compliance with SEBI regulations, HDFC Securities' internal policies, and all applicable financial industry guidelines during client onboarding and transactions.
• Coordinate with internal teams including operations, research, and product departments to deliver seamless client experiences and resolve escalations promptly.
• Prepare and present regular sales performance reports, forecasts, and pipeline updates to senior management for strategic decision-making.

Requirements

• Education: Bachelor's degree in Business, Finance, Economics, 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.
• Strong knowledge of equity markets, derivatives, mutual funds, insurance products, and other investment instruments offered through a securities brokerage platform.
• Proven track record of achieving and exceeding sales targets in a competitive financial services environment.
• Excellent interpersonal, communication, and negotiation skills with the ability to engage confidently with clients across various financial backgrounds.
• NISM certifications (Series VIII – Equity Derivatives or Series V-A – Mutual Fund Distributors) are mandatory or must be obtained within a stipulated timeframe.
• Proficiency in CRM tools, MS Office Suite, and familiarity with trading platforms and digital investment tools.

Benefits

• Competitive Compensation: Attractive fixed salary package complemented by a performance-linked incentive structure and annual bonuses tied to individual and branch targets.
• Career Growth: Clear and structured career advancement 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 their dependents, along with employee wellness initiatives.
• Learning and Development: Continuous professional development through sponsored certifications, in-house training programs, and access to industry seminars and workshops.
• Work Environment: A collaborative, inclusive, and performance-driven workplace culture backed by the trusted HDFC Group brand and a strong organizational support system.