Sales Manager

Charchit Info Services Private Limited; Navi Mumbai; On-site; INR 1,000,000 - 1,200,000; Full time

Benefits offered by this job

Paid Time Off

Provident Fund

Performance-based incentives

Job summary

Charchit Info Services Private Limited in Navi Mumbai is seeking a Manager to lead Team Leaders, drive sales and revenue growth, and supervise customer support operations to hit business targets. The ideal candidate will have strong leadership, sales, and communication skills, plus solid knowledge of Demat/Trading Accounts and stock market products, with a focus on customer relationship management and compliant processes.

Experience of 3–7 years in financial services is preferred; MBA preferred.

Qualifications

• Graduate in any discipline; MBA/BBA/B.Com/Finance preferred.
• 3–7 years in Sales, Customer Support, Stock Broking, or Financial Services.
• Experience leading Team Leaders and Sales/Support teams preferred.

Responsibilities

• Lead and develop Team Leaders and sales teams.
• Drive Demat/Trading Accounts and other financial products sales.
• Monitor revenue targets and sales funnel to improve conversions.
• Ensure compliant customer onboarding and SEBI-aligned processes.
• Coach teams and conduct regular training sessions.
• Prepare MIS and sales performance reports.

Skills

Team leadership

Sales

Demat accounts

Trading accounts

Stock market knowledge

Communication skills

Negotiation

CRM/MIS

MS Excel

Team management

Education

MBA

BBA

B.Com

Finance-related qualification

Job description

CTC Offered : 10 - 12 LPA

Company Overview

We are an Angel One Sub-Broker providing Demat Accounts, Trading Accounts, investment products, and other financial services to individual and corporate clients.

Job Summary

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**.

Key Responsibilities

1. Team Management

• Manage and supervise Team Leaders and their respective teams.
• 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.
• Motivate employees and maintain a productive and positive work environment.
• Identify performance gaps and take corrective actions.
• Develop Team Leaders and employees for future leadership responsibilities.

2. 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.
• Improve customer conversion and activation ratios.
• Develop strategies for customer acquisition and retention.
• Identify new market opportunities and business development channels.

3. Revenue Growth

• Take ownership of overall business revenue and growth targets.
• Develop strategies to increase revenue from existing and new customers.
• Monitor key revenue and business performance indicators.
• Analyze sales performance and identify opportunities for improvement.

4. 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.
• Build strong relationships with key customers and high-value clients.
• Coordinate with internal departments to resolve complex customer issues.

Ensure the team has proper knowledge of:

• Demat Accounts
• Trading Accounts
• Equity
• Mutual Funds
• IPOs
• 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.

6. Performance Monitoring & Reporting

• Track daily, weekly, and monthly sales and revenue performance.
• Prepare MIS and management reports.
• Monitor:
• New Demat Accounts
• Account Activations
• Customer Retention
• Team Productivity
• Customer Complaints
• Target Achievement
• Identify underperforming teams and implement improvement plans.

7. 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.

8. 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.
• Maintain proper documentation and records.
• Escalate compliance-related issues to the concerned department.

Required Skills

• 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.
• Excellent communication and negotiation skills.
• Strong analytical and problem-solving abilities.
• Target-oriented and revenue-focused approach.
• Good knowledge of MS Excel, Word, PowerPoint, and CRM/MIS systems.
• Ability to manage multiple teams and responsibilities simultaneously.

Preferred Candidate Profile

• 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:
• HDFC Securities
• SBI Securities
• ICICI Securities
• Kotak Securities
• 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)

The Manager will be responsible for achieving and improving:

• Monthly Revenue Targets
• New Demat Account Acquisition
• Account Activation
• Customer Retention
• Team Productivity
• Team Target Achievement
• Cross-Selling / Upselling
• Customer Satisfaction
• Reduction in Customer Complaints

Languages

• Excellent communication skills in English and Hindi.
• Regional language preferred.

• Paid Time Off
• Provident Fund
• Performance-based incentives

Experience 3-7 years of relevant experience preferred**