Sales Manager

UNIVEST STOCK BROKING PRIVATE LIMITED

6 - 10 years

0 Lacs

delhi

Posted:3 months ago| Platform: GlassDoor logo

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Skills Required

portfolio networking compliance regulations drive leadership management negotiation finance risk

Work Mode

On-site

Job Type

Part Time

Job Description

Job Title: Senior Sales Manager – Stock Broking

Location: Gurgaon
Department: Sales Business Development

Role Overview

Lead and expand the traditional stock broking business by acquiring high–net-worth and retail clients, driving revenue through equity and derivative products to achieve aggressive growth targets.

Key Responsibilities – Senior Sales Manager

Client Acquisition Revenue
- Source and onboard new Semi HNI and HNI clients for equity, derivatives, and other broking products.
- Achieve or exceed assigned monthly/quarterly brokerage and revenue targets.
Relationship Management
- Maintain and grow a personal portfolio of active clients through regular follow-ups and market updates.
- Provide timely trade execution and personalized investment ideas to increase wallet share.
Business Development
- Identify high-potential prospects through networking, referrals, and market intelligence.
- Cross-sell investment products to enhance revenue per client.
Compliance Risk
- Ensure all trades and client interactions adhere to SEBI/exchange regulations and KYC norms.

Key Skills Competencies

Strong understanding of equity, derivatives, and other capital market products.
Proven ability to drive sales and meet revenue targets in a traditional broking setup.
Excellent leadership, motivational, and team-building skills.
Strong relationship-management and networking abilities.
Good analytical and negotiation skills.

Qualifications Experience

Graduate/MBA in Finance, Business, or related field.
6–10 years of sales experience in stock broking/financial services.
Track record of growing client base and achieving high brokerage revenue.

Key Performance Indicators (KPIs)

New client acquisition and activation.
Brokerage revenue growth.
Compliance adherence and risk control.

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