Sales Manager

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 new 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 new 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.