Senior Sales Manager

Allvest Securities Pvt. Ltd. · India

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.