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 our Goregaon branch in Mumbai. This is an exciting opportunity for a motivated sales professional to lead and manage a high-performing team within one of India's most trusted and reputed financial services organizations. The ideal candidate will be responsible for driving revenue growth, expanding our customer base, and delivering exceptional investment solutions to retail and HNI clients across the region.

As a Sales Manager at HDFC SEC Goregaon, you will play a pivotal role in building strong client relationships while promoting our wide range of financial products including equities, mutual funds, derivatives, IPOs, and insurance products. You will work closely with the Branch Manager and senior leadership to align sales strategies with organizational goals, ensuring consistent performance and business development across all product verticals.

This role demands a candidate with a strong understanding of Indian financial markets, a passion for client servicing, and the ability to mentor and guide a team of relationship managers and sales executives. If you are a self-starter with a proven track record in financial services sales, HDFC Securities offers an excellent platform for career growth and professional development.

Key Responsibilities

• Drive acquisition of new clients and grow the existing client portfolio through targeted sales strategies and referral networks within the Goregaon and surrounding catchment areas.
• Lead, coach, and motivate a team of Relationship Managers and Sales Executives to consistently achieve monthly and quarterly revenue targets.
• Promote and cross-sell HDFC SEC products including equity trading accounts, mutual funds, SIPs, PMS, fixed income instruments, and life and general insurance.
• Monitor team performance through regular reviews, pipeline tracking, and activity-based management to ensure achievement of business KPIs.
• Develop and maintain strong relationships with HNI and retail clients, ensuring high levels of client satisfaction and long-term retention.
• Conduct market analysis and competitor benchmarking to identify new business opportunities and refine local sales strategies accordingly.
• Ensure strict adherence to SEBI regulations, HDFC SEC compliance guidelines, and internal audit requirements at all times.
• Collaborate with the marketing team to plan and execute local events, investor awareness programs, and client engagement initiatives in the Goregaon region.

Requirements

• Bachelor's degree in Commerce, Finance, Business Administration, or a related field; MBA preferred.
• Minimum 3–6 years of experience in financial services sales, preferably with a broking firm, bank, or NBFC in a team-handling capacity.
• Strong knowledge of Indian capital markets, equity products, mutual funds, and other financial instruments.
• Valid NISM certifications (Series V-A, Series VIII) are mandatory; additional certifications will be an advantage.
• Excellent communication, negotiation, and interpersonal skills with the ability to engage both retail and HNI client segments.
• Proven track record of meeting and exceeding sales targets in a competitive financial services environment.
• Proficiency in CRM tools, MS Office, and digital sales platforms; familiarity with HDFC SEC trading platforms is a plus.

Benefits

• Competitive CTC with attractive performance-linked incentives and quarterly bonuses based on target achievement.
• Comprehensive health insurance coverage for employees and their immediate family members.
• Access to world-class training and development programs including product training, leadership development, and certification support.
• Clear and structured career progression path within HDFC Securities' pan-India network of over 200 branches.
• Employee-friendly work culture backed by the HDFC Group legacy, offering job stability, brand credibility, and industry recognition.