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 drive business development initiatives within one of India's most trusted financial services organizations. The Sales Manager will be responsible for acquiring new clients, managing existing relationships, and achieving branch-level revenue targets across equity, mutual funds, and other financial products. The ideal candidate will bring a strong understanding of capital markets, a passion for client servicing, and the ability to inspire a team toward consistent performance excellence.

Key Responsibilities

• Drive new client acquisition through structured prospecting, referrals, corporate tie-ups, and local market activations within the Goregaon territory.
• Achieve monthly and quarterly revenue and activation targets by promoting HDFC Securities' full suite of products including equities, derivatives, mutual funds, IPOs, bonds, and insurance.
• Build and maintain strong client relationships by providing personalized investment guidance and ensuring a superior customer experience at every touchpoint.
• Lead, mentor, and manage a team of Relationship Managers and Sales Executives, setting clear performance goals and conducting regular reviews to ensure team productivity.
• Identify and capitalize on cross-selling and upselling opportunities across the branch's existing client base to maximize wallet share and deepen engagement.
• Monitor market trends, competitor activities, and regulatory developments to provide clients with timely, relevant, and compliant financial advice.
• Coordinate with internal teams including operations, compliance, and product to ensure seamless onboarding and servicing of clients with minimal turnaround time.
• Prepare and present periodic sales reports, forecasts, and business reviews to branch leadership, highlighting key metrics and growth opportunities.

Requirements

• Bachelor's degree in Business Administration, Finance, Commerce, or a related discipline; MBA or equivalent postgraduate qualification is preferred.
• Minimum 3–6 years of experience in financial services sales, preferably with a broking firm, bank, or wealth management company.
• Valid NISM Series VIII (Equity Derivatives) and NISM Series V-A (Mutual Fund Distributors) certifications are mandatory; additional certifications will be an added advantage.
• Demonstrated ability to meet and exceed sales targets with a strong track record in client acquisition and revenue generation.
• Excellent communication, negotiation, and interpersonal skills with the ability to engage high-net-worth individuals and retail investors alike.
• Proficiency in using CRM tools, trading platforms, and MS Office applications for reporting and client management.
• Strong knowledge of Indian capital markets, investment products, and SEBI regulations governing broking and advisory services.

Benefits

• Competitive fixed salary with an attractive performance-linked incentive structure designed to reward high achievers.
• Comprehensive health insurance coverage for employees and their immediate family members, along with other statutory benefits.
• Access to structured learning and development programs, including product training, leadership workshops, and sponsored certifications to support career growth.
• Opportunity to work with a reputed and established brand in the Indian financial services sector, offering strong career advancement prospects within HDFC Securities' nationwide network.
• A collaborative and professional work environment with employee engagement initiatives, recognition programs, and a performance-driven culture that values innovation and integrity.