Sales Manager

PRIMARY JOB RESPONSIBILITIES

Key Responsibilities:

• Develop and execute equity sales strategies to meet and exceed business targets.
• Build his own Team & P&L.
• Build and nurture relationships with institutional clients, HNIs (High Net-Worth Individuals), and retail investors.
• Promote and sell equity and related financial products, including stocks, ETFs, and derivatives.
• Stay updated on market trends, economic data, and equity research to provide clients with timely insights and recommendations.
• Identify and onboard new clients while retaining and expanding the existing client base.
• Collaborate with research teams to deliver tailored investment solutions.
• Manage, mentor, and motivate a team of equity sales professionals to achieve individual and collective goals.
• Ensure compliance with regulatory requirements and company policies in all client interactions.
• Monitor market conditions and competitor activities to adjust strategies as needed.
• Prepare and deliver regular performance reports and forecasts to senior management.

.

This position reports to

Branch Manager/ Cluster Head

Academic requirements

Bachelors degree in Finance, Commerce, or Economics (NISM certifications preferred).

Location

Indore

Experience

2–5 years of experience in equity markets, wealth management, or a similar role.

Team handling experience

Yes Team Size 1+7

Key Competence & SKILLS REQUIRED

Key Competence

• Customer-focused with a consultative sales approach.
• Strong problem-solving and negotiation skills.
• High attention to detail and ability to work under pressure.
• Proactive in identifying client needs and market opportunities.

Skills

1. Strong understanding of equity markets, third party products, and investment strategies.

2. Excellent communication and interpersonal skills for client engagement.

3. Ability to analyse market trends and provide actionable investment insights.

4. Proficiency in using trading and CRM tools