Position: Sales Manager Team Lead Retail Sales

Department: Retail Sales

Location: Mumbai

Industry: Stock Broking / Financial Services / Wealth Management / BFSI

Role & responsibilities

- Lead, mentor, and motivate the retail sales team to achieve monthly and quarterly business targets.
- Drive new client acquisition through direct sales, references, and lead generation.
- Ensure timely Demat & Trading Account opening and activation.
- Monitor and achieve margin collection and revenue targets.
- Cross-sell wealth products such as Mutual Funds, SIPs, Bonds, IPOs, Insurance, and other investment products.
- Conduct regular sales reviews, performance tracking, and coaching sessions.
- Recruit, train, and develop new team members.
- Maintain robust relationships with clients and provide investment solutions based on their financial needs.
- Ensure compliance with company policies and regulatory guidelines.





Preferred candidate profile

- Graduate/Postgraduate
- 3-7 years of experience in Retail Broking, Wealth Management, Banking, or Financial Services.
- Proven track record in client acquisition, revenue generation, and target achievement.
- Strong understanding of Equity, Mutual Funds, IPOs, Insurance, Bonds, and other Wealth Management products.
- Experience in Demat & Trading Account opening and margin collection.
- Ability to analyze sales performance and drive team productivity.

Contact Person: Jyoti Mehta

Mobile: (phone hidden)

Email: [email protected]

Interested candidates can share their updated resume via email or contact the above number for further details.

📌 Sales Manager (Mumbai)
🏢 Tradebulls
📍 Mumbai