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 develop a high-performing team within one of India's most trusted financial services organizations. The Sales Manager will be responsible for driving revenue growth, expanding the client base, and ensuring exceptional customer experience across equity, mutual fund, and other investment product segments. The ideal candidate will bring a strong understanding of financial markets, a passion for client engagement, and proven leadership capabilities to deliver consistent business results.

Key Responsibilities

• Drive branch-level sales targets for equity broking, mutual funds, insurance, and other financial products offered by HDFC Securities, ensuring consistent achievement of monthly and quarterly revenue goals.
• Lead, mentor, and manage a team of Relationship Managers and Sales Executives, providing ongoing coaching, performance feedback, and professional development support.
• Identify and acquire new high-net-worth and retail clients through targeted prospecting, referrals, networking events, and local market initiatives within the Goregaon territory.
• Build and maintain strong long-term relationships with existing clients by conducting regular portfolio reviews, understanding their evolving financial needs, and offering suitable investment solutions.
• Monitor team performance metrics including client acquisition numbers, activation rates, trading volumes, and asset under management (AUM) growth, taking corrective action where required.
• Collaborate with internal product, marketing, and operations teams to execute promotional campaigns, product launches, and client engagement activities at the branch level.
• Ensure full compliance with SEBI regulations, HDFC Securities' internal policies, and all applicable financial industry guidelines, maintaining the highest standards of ethical conduct.
• Prepare and present regular sales performance reports to senior management, highlighting key achievements, market trends, and strategic recommendations for business growth.

Requirements

• Education: Bachelor's degree in Business, Finance, Commerce, or a related field; MBA or postgraduate qualification is preferred.
• Experience: Minimum 4–7 years of progressive sales experience in financial services, broking, banking, or wealth management, with at least 2 years in a team leadership or managerial role.
• Valid NISM Series VIII (Equity Derivatives) certification and other relevant SEBI/AMFI certifications are mandatory or must be obtained within a specified period of joining.
• Strong knowledge of capital markets, equity products, mutual funds, derivatives, and other investment instruments commonly traded in Indian financial markets.
• Demonstrated ability to meet and exceed sales targets in a competitive, target-driven environment with excellent negotiation and client relationship management skills.
• Proficiency in CRM tools, MS Office Suite, and familiarity with trading platforms and back-office systems used within the broking industry.
• Excellent communication, interpersonal, and presentation skills in English, Hindi, and preferably Marathi to effectively engage with a diverse client base in the Goregaon region.

Benefits

• Competitive Compensation: Attractive fixed salary package complemented by a performance-linked incentive structure that rewards high achievers generously.
• Career Growth: Clear and structured career progression pathways within HDFC Securities and the broader HDFC Group ecosystem, one of India's largest financial conglomerates.
• Learning and Development: Access to continuous professional training programs, industry certifications, and leadership development initiatives to enhance your skills and market knowledge.
• Health and Wellness: Comprehensive medical insurance coverage for employees and their dependents, along with employee wellness programs and paid leave benefits.
• Brand Prestige: The opportunity to represent and grow professionally within a highly reputed and established brand trusted by millions of investors across India.