Job Type: Full-time

Job Description – Manager Position: Manager – Sales, Customer Support & Revenue Growth 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. 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. Team Management 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. Identify performance gaps and take corrective actions. 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. Monitor key revenue and business performance indicators. Analyze sales performance and identify opportunities for improvement. 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. Demat & Financial Services Demat Accounts Trading Accounts Mutual Funds 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. New Demat Accounts Account Activations Sales Revenue Customer Complaints 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 new 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. 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. Strong customer relationship management skills. Positive knowledge of MS Excel, Word, PowerPoint, and CRM/MIS systems. 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: Motilal Oswal Financial Services 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) New Demat Account Acquisition Account Activation Sales Conversion Ratio Reduction in Customer Complaints Languages Excellent communication skills in English and Hindi. Regional language preferred. Paid Time Off Performance-based incentives Career growth opportunities Leadership development opportunities Experience 3–7 years of relevant experience preferred** Employment Type Full-time

📌 Accounts Manager (sale) (Mumbai)
🏢 Charchit Info Services Private
📍 Mumbai