Tags: Area Manager, Broking
Role Title: Area Manager – CAB
Employer: Leading Financial Services Group
Required Experience: 8–10 Years (Min 4 years in Broking)
Location: Mumbai
Date published: 11 March 2026
A leading financial services company is seeking a high-performing Area Manager – CAB for their Mumbai operations. In this role, you will be responsible for managing sales through various broking partners, specifically focusing on blue-chip and wealth management companies. Furthermore, the position requires an individual who has successfully managed a team across multiple geographies. Consequently, this role is essential for driving consistent sales growth and expanding the company’s footprint across the West Zone.
The Area Manager – CAB must have a proven track record of managing top brokers and wealth partners such as Geojit, Motilal, or similar sales businesses. Additionally, you will oversee a wider zone including Mumbai, Rest of Maharashtra, and Gujarat. Therefore, the company is looking for a consistent performer who regularly achieves targets and qualifies for company contests. If you have deep expertise in the broking sector and strong leadership skills, this position offers a significant leadership opportunity.
Key Responsibilities
- Manage and drive sales through a network of established Broking partners and wealth management companies.
- Oversee a large team and coordinate operations across a wide zone including Mumbai, ROM, and Gujarat.
- Identify and manage relationships with top brokers such as Blue Chip, IEP, and various wealth partners.
- Ensure consistent achievement of sales targets and maintain a high performance rating within the company.
- Develop strategies to manage multiple broking partners effectively without relying on NBFC or telecalling models.
- Foster a culture of excellence within the team to qualify for internal company contests and rewards.
- Communicate effectively with partners across the West Zone to ensure alignment with corporate goals.
Requirements and Qualifications
Education and Experience
- A minimum of 8 to 10 years of total work experience in the financial services sector.
- At least 4 years of specific experience within the Broking industry is mandatory.
- Proven experience in managing teams and a wider geographical area beyond just the Mumbai market.
- Extensive experience managing elite brokers and wealth partners like Angel One, Fisdom, or Anand Rathi.
Skills and Competencies
- Strong leadership and people management skills with a focus on geographical expansion.
- Demonstrated ability to be a consistent performer in high-pressure sales environments.
- Deep understanding of the broking landscape, including wealth sales and partner management.
- Marathi language proficiency is preferred for the West Zone, though it is not mandatory.
- Ability to manage complex, multi-partner relationships without the use of telecalling channels.
What the Company Looks For
- A results-oriented leader who has a history of consistently qualifying for sales contests.
- An individual with a “radar” for managing premium broking and wealth management partnerships.
- A proactive manager capable of overseeing multiple geographies with high efficiency and positive energy.
If you are a seasoned sales leader with a strong background in the broking and wealth sector, we encourage you to apply for this Chief Manager role today!