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 and revenue generation efforts within one of India's most trusted financial services organisations. The ideal candidate will play a pivotal role in expanding our retail and HNI client base across equity, mutual funds, and other investment products.

As a Sales Manager at HDFC SEC Goregaon, you will be responsible for driving business growth through strategic client engagement, relationship management, and team collaboration. You will work closely with the branch leadership to achieve monthly and quarterly targets while ensuring the highest standards of customer service and compliance. This role demands a strong understanding of capital markets, financial products, and the evolving investment landscape in India.

This position offers significant career advancement opportunities within the HDFC Group ecosystem, along with a competitive compensation structure that rewards high performance. If you are passionate about wealth management and thrive in a target-oriented environment, we encourage you to apply.

Key Responsibilities

• Drive new client acquisition through referrals, cold calling, networking, and digital outreach to grow the demat and trading account base in the Goregaon territory.
• Achieve monthly revenue targets by cross-selling and upselling financial products including equities, derivatives, mutual funds, IPOs, bonds, and insurance.
• Build and maintain strong long-term relationships with existing retail and HNI clients, ensuring high portfolio activation and client retention rates.
• Conduct regular client review meetings, portfolio performance discussions, and investment advisory sessions aligned with client risk profiles and financial goals.
• Collaborate with the branch manager and internal research teams to share market insights, investment recommendations, and product updates with clients.
• Monitor and analyse sales performance metrics, prepare weekly reports, and implement corrective strategies to meet branch objectives.
• Ensure full adherence to SEBI regulations, HDFC SEC compliance guidelines, and KYC/AML norms during all client onboarding and transaction processes.
• Mentor and guide junior sales executives within the team to build a high-performance sales culture at the branch level.

Requirements

• Bachelor's degree in Commerce, Finance, Business Administration, or a related field; MBA preferred.
• Minimum 2–5 years of experience in financial product sales, preferably with a broking firm, bank, or wealth management company.
• 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.
• Strong knowledge of Indian capital markets, equity trading platforms, and investment products.
• Excellent communication, negotiation, and interpersonal skills with the ability to engage confidently with HNI and retail clients.
• Proficiency in CRM tools, MS Office, and familiarity with trading platforms such as HDFC SKY or similar.
• Demonstrated track record of consistently meeting or exceeding sales targets in a competitive financial services environment.

Benefits

• Competitive fixed salary with an attractive performance-linked incentive structure and annual bonuses.
• Access to comprehensive health insurance coverage for self and family under the HDFC Group employee benefits programme.
• Structured learning and development programmes, including product training, leadership workshops, and certification support.
• Clear and defined career progression pathways within HDFC Securities and the broader HDFC Group, one of India's most respected financial conglomerates.
• Opportunity to work in a high-footfall Goregaon location with strong market potential, supported by an established brand and robust digital infrastructure.