Sales Head

Arhamwealth; Surat; On-site; INR 800,000 - 1,200,000; Full time

Job summary

Arhamwealth is seeking a Sales Manager in Surat, India, to lead sales activities and manage multi-branch teams. The role involves developing effective sales strategies, client acquisition for various financial products, and ensuring targets are met.

The ideal candidate will possess a Bachelor’s or Master’s degree in a relevant field and have 5 to 8 years of experience in financial sales. Strong leadership and CRM management skills are essential.

Qualifications

• 5–8 years of experience in Stock Broking or Financial Services sales.
• Strong understanding of stock market products.
• Proven leadership and communication skills.

Responsibilities

• Lead sales activities across company branches.
• Drive client acquisition for financial products.
• Prepare and present branch business reports.

Skills

Sales strategy development

Team leadership

CRM management

Market analysis

Client relationship management

Education

Bachelor’s / Master’s Degree in Business, Finance, Marketing

Tools

Sales reporting systems

CRM software

Job description

Responsibilities

• Lead and manage sales activities across all company branches.
• Develop and implement effective sales strategies to achieve business targets.
• Drive acquisition of new clients for Demat Accounts, Trading Accounts, Mutual Funds, PMS, and other financial products.
• Monitor branch-wise sales performance and ensure monthly and yearly targets are achieved.
• Identify new business opportunities and market expansion strategies.
• Maintain strong relationships with clients and key business partners.

Team Management

• Supervise and guide branch sales teams to improve productivity and performance.
• Conduct regular sales meetings, performance reviews, and training sessions.
• Motivate teams to achieve business goals and maintain healthy competition among branches.
• Coordinate with Branch Managers for smooth sales execution.

CRM & Operations Management

• Handle and monitor CRM activities across all branches.
• Ensure proper lead management, lead allocation, follow-ups, and conversions through CRM.
• Maintain accurate sales reports, MIS, and customer data records.
• Improve customer engagement and retention through effective CRM practices.
• Coordinate with operations and compliance teams for smooth onboarding and client servicing.

Strategy & Reporting

• Prepare branch-wise business reports and present updates to management.
• Analyze market trends, competitor activities, and sales performance data.
• Develop plans to improve revenue generation and operational efficiency.
• Ensure compliance with company policies and financial industry regulations.

Required Skills & Qualifications

• Bachelors / Master’s Degree in Business, Finance, Marketing, or related field.
• Minimum 5–8 years of experience in Stock Broking / Financial Services sales.
• Prior experience in team handling and branch sales management.
• Strong understanding of stock market products and financial services.
• Experience in CRM handling and sales reporting systems.
• Excellent leadership, communication, and negotiation skills.
• Target-oriented and capable of handling pressure effectively.
• Strong analytical and problem-solving abilities.

Preferred Candidate Profile

• Experience in managing multi-branch sales operations.
• Good client network in financial markets.
• Ability to build and lead high-performing sales teams.
• Knowledge of compliance and broking operations will be an added advantage.