– Manager

Position: Manager – Sales, Customer Support & Revenue Growth

CTC Offered : 10 - 12 LPA

Company Overview

We are an Angel One Sub-Broker providing Demat Accounts, Trading Accounts, investment products, and other financial services to individual and corporate clients.

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.

Job Summary The Manager will be responsible for managing Team Leaders, driving sales and revenue growth, monitoring customer support operations, and achieving business targets.

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.

Key Responsibilities

- Team Management

Manage and supervise Team Leaders and their respective teams.

Set daily, weekly, and monthly targets for Team Leaders and sales teams.

Monitor team performance and ensure achievement of assigned targets.

Conduct regular team meetings, performance reviews, and training sessions.

Motivate employees and maintain a productive and positive work environment.

Identify performance gaps and take corrective actions.

Develop Team Leaders and employees for future leadership responsibilities.

- Sales & Business Development

Drive sales of Demat Accounts, Trading Accounts, and other financial products/services.

Develop and implement strategies to achieve monthly and quarterly sales targets.

Generate new business opportunities through lead generation, referrals, customer relationships, and other channels.

Monitor the complete sales funnel from lead generation to account opening and activation.

Improve customer conversion and activation ratios.

Develop strategies for customer acquisition and retention.

Identify new market opportunities and business development channels.

- Revenue Growth

Take ownership of overall business revenue and growth targets.

Develop strategies to increase revenue from existing and new customers.

Monitor key revenue and business performance indicators.

Analyze sales performance and identify opportunities for improvement.

Work closely with Team Leaders to improve productivity and revenue generation.





Prepare and present regular business performance reports to management.

Take initiatives to increase customer engagement, trading activity, and cross-selling opportunities.

- Customer Support & Relationship Management

Ensure high-quality customer support and timely resolution of customer issues.

Monitor customer complaints, service requests, and escalations.

Ensure Team Leaders follow proper customer-service processes.

Improve customer satisfaction, retention, and overall client experience.

Build strong relationships with key customers and high-value clients.

Coordinate with internal departments to resolve complex customer issues.

- Demat & Financial Services

Ensure the team has proper knowledge of:

Demat Accounts

Trading Accounts

Equity

Mutual Funds

IPOs

Derivatives

Insurance and other financial products/services, as applicable

KYC & Client Onboarding

Trading Platforms & Mobile Applications

RMS & Back-office Processes

Ensure customers receive accurate product and service information.

Ensure all customer onboarding and service activities follow applicable company and regulatory requirements.

- Performance Monitoring & Reporting

Track daily, weekly, and monthly sales and revenue performance.

Prepare MIS and management reports.

Monitor

New Demat Accounts

Account Activations

Lead Conversion

Sales Revenue

Customer Retention

Team Productivity

Customer Complaints

Target Achievement

Identify underperforming teams and implement improvement plans.

- Training & Development

Conduct regular training for Team Leaders and Sales/Support Executives.

Train the team on products, sales techniques, customer handling, and processes.

Keep the team updated about current products, platform features, and company policies.

Coach Team Leaders on performance management and target achievement.

- Compliance & Process Management

Ensure all sales and customer-service activities are conducted in accordance with SEBI regulations, Angel One policies, and applicable company processes.





Ensure proper KYC and client onboarding procedures are followed.

Prevent mis-selling and ensure customers receive appropriate and accurate information.

Maintain proper documentation and records.

Escalate compliance-related issues to the concerned department.

Required Skills

Strong leadership and team-management skills.

Excellent sales and business-development skills.

Strong understanding of Demat and Trading Accounts.

Knowledge of the Indian Stock Market.

Robust customer relationship management skills.

Excellent communication and negotiation skills.

Strong analytical and problem-solving abilities.

Target-oriented and revenue-focused approach.

Good knowledge of MS Excel, Word, PowerPoint, and CRM/MIS systems.

Ability to manage multiple teams and responsibilities simultaneously.

Preferred Candidate Profile

Graduate in any discipline.

MBA / BBA / B.Com / Finance-related qualification will be preferred.

3–7 years of experience in Sales, Customer Support, Client Servicing, Stock Broking, Wealth Management, or Financial Services.

Prior experience managing Team Leaders and Sales/Support teams will be preferred.

Candidates with experience in reputed financial services or stock broking companies will be preferred, such as:

Angel One

Motilal Oswal Financial Services

HDFC Securities

SBI Securities

ICICI Securities

Kotak Securities

Other reputed stock broking / financial services companies

Experience in Demat Account acquisition and financial product sales will be an advantage.

NISM certification will be an added advantage.

Key Performance Indicators (KPIs)

The Manager will be responsible for achieving and improving:

Monthly Revenue Targets

New Demat Account Acquisition

Account Activation

Sales Conversion Ratio

Customer Retention

Team Productivity

Team Target Achievement

Lead Conversion

Cross-Selling / Upselling

Customer Satisfaction

Reduction in Customer Complaints

Languages

Excellent communication skills in English and Hindi.

Regional language preferred.

Benefits

Paid Time Off

Provident Fund

Performance-based incentives

Career growth opportunities

- Leadership development opportunities

Experience 3–7 years of relevant experience preferred

Location Kharghar, Navi Mumbai, Maharashtra

Employment Type Full-time

Reporting Reports to: Business Head

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