Sales Head

Title

Department

Reports to

As part of the Equentis group, weve been at the forefront of the investment world, with a primary focus on the Indian equity markets since 2009. Over a decade later, were proud to have established Indias first online non discretionary equity advisory company, offering tailored research reports. Regulated by SEBI, our passionate team of professionals brings deep expertise in financial markets, equity research, and technology.

Position Overview:

We are seeking a dynamic and experienced professional to lead our Premium Membership Program (PMP) team. The Head PMP will be responsible for managing the end-to-end lifecycle of premium subscribers, driving renewals, upgrades, client engagement, and service excellence. The ideal candidate will bring strong leadership capabilities, client relationship management experience, and a deep understanding of long-term financial products and services.

Broader Role / Responsibilities :

Leadership & Strategy

• Lead and manage the Premium Membership Program team based out of Mumbai.
• Drive the vision and growth strategy for long-term subscription services.
• Collaborate with senior management to align PMP objectives with broader business goals.

Client Management

• Oversee renewal and upgrade processes for existing premium subscribers.
• Maintain strong, long-term relationships with annual clients for upselling services like Dhanwaan, TTO, and Secrets.
• Ensure seamless client onboarding, engagement, and satisfaction throughout the subscription lifecycle.

Sales Enablement & Communication

• Clearly articulate the value proposition of premium services to clients.
• Drive client clarity and confidence by effectively communicating key benefits and insights.
• Track and report progress made on conversions and account performance to stakeholders.

Compliance & Governance

• Ensure 100% adherence to SEBI guidelines and internal compliance protocols.
• Monitor documentation, disclosures, and client interactions to meet regulatory standards.

Performance & Reporting

• Establish and monitor KPIs for individual and team performance.
• Continuously assess and improve processes to enhance conversion rates, retention, and client satisfaction.
• Prepare periodic dashboards, reports, and strategic inputs for leadership review.

Preferred Qualifications

• Graduate/Postgraduate in Business Administration, Finance, or related field.
• 812 years of experience in sales/client relationship management, preferably in financial services or wealth management.
• Proven leadership experience in managing teams and premium clients.
• Strong understanding of investment products and subscription-based services.
• Excellent communication, negotiation, and stakeholder management skills.
• Ability to thrive in a fast-paced, target-driven environment.
• Familiarity with SEBI regulations and financial advisory compliance standards

Compensation

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