Job Description

Job Purpose

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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.

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Key Roles & Responsibilities

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Lead Generation & Client Acquisition

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Generate new leads through personal networks, referrals, market contacts, cold calling, digital leads and business development activities.
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Build and maintain a solid pipeline of prospective clients.
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Identify and approach potential HNI, UHNI and affluent clients.
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Conduct regular follow-ups and convert qualified prospects into active clients.
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Develop current sources and channels for continuous lead generation.
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Leverage existing client relationships to generate referrals and new business opportunities.
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Maintain accurate lead records and track prospects through the complete sales cycle.
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Consistently meet monthly lead-generation, conversion and acquisition targets.
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Product Sales

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Sell equity, broking, bonds, fixed income,



structured products and other financial products.
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Identify client requirements and present relevant products.
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Cross-sell and upsell products to existing clients.
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Business Development & Revenue

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Achieve assigned sales, brokerage and revenue targets.
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Expand the client base and identify current business opportunities.
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Maintain regular client engagement to generate repeat and referral business.
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Coordination & Compliance

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Coordinate with internal teams for smooth client onboarding and activation.
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Ensure proper documentation and adherence to company and regulatory requirements.
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Experience

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6–8 years of experience in stock broking, capital markets or financial services sales.
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Proven track record in lead generation, client acquisition and revenue generation.
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HNI/UHNI client network will be an advantage.
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Prefer

📌 Senior Sales Manager Shimla
🏢 Allvest Securities
📍 Shimla