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 financial services professional to lead client acquisition efforts, manage a high-performing sales team, and drive revenue growth across equity, mutual funds, and other investment products offered by one of India's most trusted broking firms.

As a Sales Manager, you will play a pivotal role in expanding our retail and HNI client base across the Goregaon and surrounding Western suburbs territory. You will work closely with the Branch Manager to align sales strategies with organizational goals, ensuring consistent achievement of monthly and quarterly targets while maintaining the highest standards of customer service and compliance.

This role is ideal for candidates with a strong background in financial products sales, a deep understanding of capital markets, and proven leadership capabilities. HDFC Securities offers a structured growth path, competitive compensation, and the backing of the prestigious HDFC Group brand to support your professional journey.

Key Responsibilities

• Drive acquisition of new retail, HNI, and NRI clients through referrals, leads, and self-sourcing activities within the Goregaon catchment area.
• Achieve assigned monthly and quarterly revenue targets across products including equity broking, derivatives, mutual funds, IPOs, bonds, and insurance.
• Lead, mentor, and manage a team of Relationship Managers and Sales Executives to ensure consistent individual and team performance.
• Conduct regular market mapping and competitor analysis to identify new business opportunities and stay ahead of industry trends.
• Build and maintain long-term relationships with existing clients through periodic portfolio reviews, investment advisory, and proactive communication.
• Coordinate with internal product, research, and operations teams to deliver seamless client onboarding and service experiences.
• Ensure full adherence to SEBI regulations, HDFC Securities compliance guidelines, and KYC/AML norms across all client interactions.
• Prepare and present regular sales reports, pipeline updates, and performance dashboards to senior branch leadership.

Requirements

• Graduate degree in Finance, Business Administration, or a related field; MBA preferred from a recognized institution.
• 3 to 7 years of experience in financial products sales, preferably within a broking house, bank, or wealth management firm.
• Strong knowledge of equity markets, mutual funds, derivatives, and other capital market instruments.
• Valid NISM Series VIII (Equity Derivatives) and NISM Series V-A (Mutual Fund Distributors) certifications are mandatory or must be obtained within 90 days of joining.
• Demonstrated ability to lead and motivate a sales team to consistently meet or exceed targets.
• Excellent communication, negotiation, and client relationship management skills in Hindi and English; Marathi proficiency is an added advantage.
• Proficiency in MS Office and familiarity with CRM tools and broking platforms.

Benefits

• Competitive fixed CTC with an attractive performance-linked incentive structure rewarding high achievers.
• Access to world-class training programs, certifications, and leadership development initiatives under the HDFC Group umbrella.
• Comprehensive health insurance coverage for self and family, along with employee wellness programs.
• Clear and structured career progression path with opportunities to grow into Senior Manager and Branch Manager roles.
• Employee-friendly work culture with recognition programs, annual appraisals, and long-term service rewards.