department DP department code D1 location Mumbai openings 5 age 25-30 years qualification Graduate MBA experience 4 - 8 years responsibilities We are looking for a dynamic and results-driven Sales Manager SM The SM will be responsible for acquiring recent clients managing existing Saless and offering tailored investment solutions across a range of financial products The ideal candidate should possess excellent market knowledge strong communication skills and a passion for financial markets 1 Client Acquisition Identify and onboard new clients through various channels such as networking referrals and direct outreach Present the firm s broking services and financial products to potential clients and tailor offerings to suit their needs 2 Client Sales Management Manage and strengthen Sales with existing clients by providing exceptional service and investment advice Regularly review client portfolios and offer recommendations based on market trends and investment goals 3 Investment Advisory Provide clients with in-depth market insights and guide them on equities derivatives mutual funds and other investment instruments Assist clients with portfolio management and advise on trading strategies in line with their financial objectives 4 Revenue Generation Meet and exceed monthly quarterly and annual revenue targets by driving brokerage fees commissions and cross-selling financial products such as Mutual funds Insurance Bonds Advisory PMS etc 5 Risk Management Educate clients about market risks and trading practices ensuring that their investments align with their risk tolerance 6 Compliance Documentation Ensure compliance with regulatory requirements such as KYC anti-money laundering AML and other financial regulations Maintain up-to-date records and documentation for all client interactions and transactions Skills Qualifications Strong knowledge of financial markets trading platforms and investment products Excellent communication negotiation and interpersonal skills Proven track record in client acquisition Sales management and revenue generation Ability to work under pressure and meet revenue targets

📌 Sales Manager Code (Maharashtra)
🏢 Phillip Capital
📍 Maharashtra