Position: Sales Head

Department: Sales & Business Development
Industry: Stock Broking / Financial Services
Location:Surat
Reporting To: Directors / Senior Management

Key Responsibilities

Sales & Business Development
Lead and manage sales activities across all company branches.
Develop and implement effective sales strategies to achieve business targets.
Drive acquisition of current clients for Demat Accounts, Trading Accounts, Mutual Funds, PMS, and other financial products.
Monitor branch-wise sales performance and ensure monthly and yearly targets are achieved.
Identify recent business opportunities and market expansion strategies.
Maintain robust relationships with clients and key business partners.

Team Management
Supervise and guide branch sales teams to improve productivity and performance.
Conduct regular sales meetings, performance reviews, and training sessions.
Motivate teams to achieve business goals and maintain healthy competition among branches.
Coordinate with Branch Managers for smooth sales execution.

CRM & Operations Management




Handle and monitor CRM activities across all branches.
Ensure proper lead management, lead allocation, follow-ups, and conversions through CRM.
Maintain accurate sales reports, MIS, and customer data records.
Improve customer engagement and retention through effective CRM practices.
Coordinate with operations and compliance teams for smooth onboarding and client servicing.

Strategy & Reporting
Prepare branch-wise business reports and present updates to management.
Analyze market trends, competitor activities, and sales performance data.
Develop plans to improve revenue generation and operational efficiency.
Ensure compliance with company policies and financial industry regulations.

Required Skills & Qualifications
Bachelor’s or Master's Degree in Business, Finance, Marketing, or related field.
Minimum 5–8 years of experience in Stock Broking / Financial Services sales.
Prior experi

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