Job Title
Head of Sales
Role Purpose
The Head of Sales will be responsible for driving overall revenue, brokerage generation, client acquisition, and sales strategy across trading and investment products. This is a leadership role with end-to-end ownership of sales performance, team building, and strategic growth initiatives.
Key Responsibilities
- Own overall sales strategy and revenue targets across Demat, Trading, and Investment products.
- Drive brokerage generation through equity, derivatives, commodities, currency, and arbitrage strategies.
- Build sustainable revenue streams via margin funding, bulk trades, SLBM, and market‑making activities.
- Ensure cross‑selling and up‑selling across the product suite.
Client Acquisition & Relationship Management
- Acquire and manage high‑value clients across:
- Retail
- HNI
- PCG (Private Client Group)
- Family Offices
- Develop long‑term relationships with key decision‑makers and influencers.
- Lead large bulk trade and structured deal discussions with HNI and institutional clients.
Product Coverage
- Demat & Depository Services
- Equity Trading & Investments
- Wealth Management
- IPOs (Primary Market)
- Mutual Funds / AIF / PMS
- Fixed Deposits, Bonds, SGBs, G‑Securities, Post Office Schemes
- SLBM / Market Maker Solutions
- Build, mentor, and scale a high‑performing sales team across channels.
- Set clear KPIs, sales funnels, and productivity benchmarks.
- Drive performance culture with strong governance and ethical sales practices.
Strategic & Promoter‑Level Engagement
- Work closely with the Promoter to define growth strategy and new business initiatives.
- Provide market intelligence, competitor insights, and client feedback.
- Support brand positioning and strategic partnerships.
Compliance & Risk
- Ensure adherence to SEBI, exchange, and internal compliance norms.
- Maintain high standards of documentation, client suitability, and risk management.
Seniority Level
Executive
Employment Type
Full‑time
Job Function
Sales and Business Development