Job Description Job Description – Manager
n Position: Manager – Sales, Customer Support & Revenue Growth
n CTC Offered : 10 - 12 LPA
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n Company Overview
n We are an Angel One Sub-Broker providing Demat Accounts, Trading Accounts, investment products, and other financial services to individual and corporate clients.
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n We are looking for an experienced and result-oriented Manager who can lead the Team Leaders and Sales/Support teams, drive business growth, improve customer acquisition and retention, and contribute directly to company revenue.
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n Job Summary
n The Manager will be responsible for managing Team Leaders, driving sales and revenue growth, monitoring customer support operations, and achieving business targets.
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n The ideal candidate should have strong leadership, sales, communication, and team-management skills, along with a good understanding of stock market products, Demat/Trading Accounts, financial services, and customer relationship management**.
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n Key Responsibilities
n 1. Team Management
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n * Manage and supervise Team Leaders and their respective teams.
n * Set daily, weekly, and monthly targets for Team Leaders and sales teams.
n * Monitor team performance and ensure achievement of assigned targets.
n * Conduct regular team meetings, performance reviews, and training sessions.
n * Motivate employees and maintain a productive and positive work environment.
n * Identify performance gaps and take corrective actions.
n * Develop Team Leaders and employees for future leadership responsibilities.
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n 2. Sales & Business Development
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n * Drive sales of Demat Accounts, Trading Accounts, and other financial products/services.
n * Develop and implement strategies to achieve monthly and quarterly sales targets.
n * Generate new business opportunities through **lead generation, referrals, customer relationships, and other channels.
n * Monitor the complete sales funnel from lead generation to account opening and activation.
n * Improve customer conversion and activation ratios.
n * Develop strategies for customer acquisition and retention.
n * Identify new market opportunities and business development channels.
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n 3. Revenue Growth
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n * Take ownership of overall business revenue and growth targets.
n * Develop strategies to increase revenue from existing and new customers.
n * Monitor key revenue and business performance indicators.
n * Analyze sales performance and identify opportunities for improvement.
n * Work closely with Team Leaders to improve productivity and revenue generation.




n * Prepare and present regular business performance reports to management.
n * Take initiatives to increase customer engagement, trading activity, and cross-selling opportunities.
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n 4. Customer Support & Relationship Management
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n * Ensure high-quality customer support and timely resolution of customer issues.
n * Monitor customer complaints, service requests, and escalations.
n * Ensure Team Leaders follow proper customer-service processes.
n * Improve customer satisfaction, retention, and overall client experience.
n * Build strong relationships with key customers and high-value clients.
n * Coordinate with internal departments to resolve complex customer issues.
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n 5. Demat & Financial Services
n Ensure the team has proper knowledge of:
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n * Demat Accounts
n * Trading Accounts
n * Equity
n * Mutual Funds
n * IPOs
n * Derivatives
n * Insurance and other financial products/services, as applicable
n * KYC & Client Onboarding
n * Trading Platforms & Mobile Applications
n * RMS & Back-office Processes
n * Ensure customers receive accurate product and service information.
n * Ensure all customer onboarding and service activities follow applicable company and regulatory requirements.
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n 6. Performance Monitoring & Reporting
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n * Track daily, weekly, and monthly sales and revenue performance.
n * Prepare MIS and management reports.
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n * Monitor:
n * Recent Demat Accounts
n * Account Activations
n * Lead Conversion
n * Sales Revenue
n * Customer Retention
n * Team Productivity
n * Customer Complaints
n * Target Achievement
n * Identify underperforming teams and implement improvement plans.
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n 7. Training & Development
n * Conduct regular training for Team Leaders and Sales/Support Executives.
n * Train the team on products, sales techniques, customer handling, and processes.
n * Keep the team updated about new products, platform features, and company policies.
n * Coach Team Leaders on performance management and target achievement.
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n 8. Compliance & Process Management
n * Ensure all sales and customer-service activities are conducted in accordance with SEBI regulations, Angel One policies, and applicable company processes.




n * Ensure proper KYC and client onboarding procedures are followed.
n * Prevent mis-selling and ensure customers receive appropriate and accurate information.
n * Maintain proper documentation and records.
n * Escalate compliance-related issues to the concerned department.
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n Required Skills
n * Strong leadership and team-management skills.
n * Excellent sales and business-development skills.
n * Strong understanding of Demat and Trading Accounts.
n * Knowledge of the Indian Stock Market.
n * Strong customer relationship management skills.
n * Excellent communication and negotiation skills.
n * Strong analytical and problem-solving abilities.
n * Target-oriented and revenue-focused approach.
n * Good knowledge of MS Excel, Word, PowerPoint, and CRM/MIS systems.
n * Ability to manage multiple teams and responsibilities simultaneously.
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n Preferred Candidate Profile
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n * Graduate in any discipline.
n * MBA / BBA / B.Com / Finance-related qualification will be preferred.
n * 3–7 years of experience in Sales, Customer Support, Client Servicing, Stock Broking, Wealth Management, or Financial Services.
n * Prior experience managing Team Leaders and Sales/Support teams will be preferred.
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n Candidates with experience in reputed financial services or stock broking companies will be preferred, such as:
n * Angel One
n * Motilal Oswal Financial Services
n * HDFC Securities
n * SBI Securities
n * ICICI Securities
n * Kotak Securities
n * Other reputed stock broking / financial services companies
n * Experience in Demat Account acquisition and financial product sales will be an advantage.
n * NISM certification will be an added advantage.
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n Key Performance Indicators (KPIs)
n The Manager will be responsible for achieving and improving:
n * Monthly Revenue Targets
n * New Demat Account Acquisition
n * Account Activation
n * Sales Conversion Ratio
n * Customer Retention
n * Team Productivity
n * Team Target Achievement
n * Lead Conversion
n * Cross-Selling / Upselling
n * Customer Satisfaction
n * Reduction in Customer Complaints
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n Languages
n * Excellent communication skills in English and Hindi.
n * Regional language preferred.
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n Benefits
n * Paid Time Off
n * Provident Fund
n * Performance-based incentives
n * Career growth opportunities
n * Leadership development opportunities
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n Experience 3–7 years of relevant experience preferred**
n Location Kharghar, Navi Mumbai, Maharashtra**
n Employment Type Full-time
n Reporting Reports to: Business Head

📌 Sales Manager (Mumbai)
🏢 Charchit Info Services Private
📍 Mumbai