Live opening · Posted 12 days ago

Senior Sales Manager

Allvest Securities Pvt. Ltd. · Kurla, Maharashtra, India (On-site)
Linkedin No
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At a glance

The key details from the original listing.

Posted 12 days ago
CompanyAllvest Securities Pvt. Ltd.
LocationKurla, Maharashtra, India (On-site)
Work modeNo
SourceLinkedin
Listed12 days ago

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About the role

Description supplied by the original job listing.

Job Purpose
The Senior Sales professional will be responsible for generating a consistent pipeline of qualified leads, acquiring new clients and driving revenue through the sale of broking and financial products.
Key Roles & Responsibilities
Lead Generation & Client Acquisition
Generate new leads through personal networks, referrals, market contacts, cold calling, digital leads and business development activities.
Build and maintain a strong pipeline of prospective clients.
Identify and approach potential HNI, UHNI and affluent clients.
Conduct regular follow-ups and convert qualified prospects into active clients.
Develop new sources and channels for continuous lead generation.
Leverage existing client relationships to generate referrals and new business opportunities.
Maintain accurate lead records and track prospects through the complete sales cycle.
Consistently meet monthly lead-generation, conversion and acquisition targets.
Product Sales
Sell equity, broking, bonds, fixed income, structured products and other financial products.
Identify client requirements and present relevant products.
Cross-sell and upsell products to existing clients.
Business Development & Revenue
Achieve assigned sales, brokerage and revenue targets.
Expand the client base and identify new business opportunities.
Maintain regular client engagement to generate repeat and referral business.
Coordination & Compliance
Coordinate with internal teams for smooth client onboarding and activation.
Ensure proper documentation and adherence to company and regulatory requirements.
Experience
6–8 years of experience in stock broking, capital markets or financial services sales.
Proven track record in lead generation, client acquisition and revenue generation.
HNI/UHNI client network will be an advantage.
Preference
Candidates with relevant sales experience specifically in stock broking firms will be preferred. Candidates with relevant experience in stock broking are encouraged to apply.

Work arrangement
No

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