Job Title: Senior Sales Broking

Company: Allvest

Industry: Stock Broking

Employment Type: Full time

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 current 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 new 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 recent 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
68 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.

📌 Sales Manager Mumbai
🏢 Allvest Securities
📍 Mumbai