Investment Advisory Sales Manager – Stock Broking

About the role

We are looking for an Investment Advisory Sales Manager to lead our stock broking advisory business in Mumbai. The role is full‑time and on‑site, focusing on managing a portfolio of clients and delivering tailored investment solutions.

Key responsibilities

• Develop and maintain relationships with existing and prospective clients, understanding their investment objectives.
• Provide personalized stock broking advisory services and recommend suitable investment products.
• Achieve revenue and sales targets through proactive business development.
• Collaborate with internal teams, including research and operations, to ensure seamless service delivery.
• Monitor market trends and conduct financial analysis to support client recommendations.

Required profile

• Bachelor’s degree in Finance, Economics, Business Administration or related field; MBA is a plus.
• Proven track record of meeting or exceeding sales and revenue targets in financial services.
• Strong knowledge of investment advisory and stock broking procedures.
• Excellent communication, presentation and interpersonal abilities.
• Relevant certifications such as NISM or equivalent preferred.

Required skills

• Financial analysis
• NISM certification (or equivalent)