Job Purpose The Senior Sales professional will be responsible for generating a consistent pipeline of qualified leads, acquiring new clients and driving revenue through the sale of broking and financial products.
Key Roles & Responsibilities
Lead Generation & Client Acquisition
Generate new leads through personal networks, referrals, market contacts, cold calling, digital leads and business development activities .
Build and maintain a strong pipeline of prospective clients.
Identify and approach potential HNI, UHNI and affluent clients .
Conduct regular follow-ups and convert qualified prospects into active clients.
Develop new sources and channels for continuous lead generation.
Leverage existing client relationships to generate referrals and recent business opportunities .
Maintain accurate lead records and track prospects through the complete sales cycle.
Consistently meet monthly lead-generation, conversion and acquisition targets.
Product Sales
Sell equity, broking, bonds, fixed income, structured products and other financial products.




Identify client requirements and present relevant products.
Cross-sell and upsell products to existing clients.
Business Development & Revenue
Achieve assigned sales, brokerage and revenue targets.
Expand the client base and identify new business opportunities.
Maintain regular client engagement to generate repeat and referral business.
Coordination & Compliance
Coordinate with internal teams for smooth client onboarding and activation.
Ensure proper documentation and adherence to company and regulatory requirements.
Experience
~6–8 years of experience in stock broking, capital markets or financial services sales.
~ Proven track record in lead generation, client acquisition and revenue generation .
~ HNI/UHNI client network will be an advantage.

Preference
Candidates with relevant sales experience specifically in stock broking firms will be preferred . Candidates with relevant experience in stock broking are encouraged to apply.

📌 Senior Sales Manager (Mumbai)
🏢 Allvest Securities
📍 Mumbai