Sales Lead - B2B

Key Responsibilities

Revenue Ownership & Sales Strategy

• Own and drive B2B revenue, brokerage, and profitability targets across assigned segments

• Develop and execute sales strategies and go-to-market plans aligned with business goals

• Track pipeline health, conversion ratios, and revenue mix to ensure consistent performance 
  

Client Acquisition & Account Growth

• Identify, acquire, and onboard high-value corporate clients

• Build long-term relationships with CXOs, founders, and key decision-makers

• Drive account expansion, cross-selling, and repeat business across financial products 
  

Sales Execution & Deal Management

• Manage the complete sales cycle: prospecting, pitching, negotiation, and closure

• Lead client presentations, commercial discussions, and contract finalization

• Maintain strong pipeline visibility and ensure timely deal progression
  

Market Intelligence & Business Expansion

• Analyze market trends, competitor strategies, and customer needs

• Identify new business opportunities, segments, and partnerships

• Contribute to market expansion and revenue growth initiatives
  

Compliance, Risk & Governance

• Ensure adherence to SEBI guidelines, internal compliance policies, and risk frameworks

• Maintain high standards of ethical selling and client onboarding practices

• Coordinate with compliance teams for smooth execution of regulatory requirements
  

Operations & Cross-Functional Coordination

• Collaborate with product, operations, and delivery teams for seamless client onboarding and servicing

• Ensure alignment between client expectations and service delivery

• Support resolution of high-impact client issues and escalations
  

Reporting & Performance Management

• Track and report sales performance, pipeline metrics, and revenue forecasts

• Maintain structured MIS and dashboards for leadership review

• Participate in business reviews, planning, and strategy discussions

Required Skills & Qualifications

• 3–7 years of experience in B2B / enterprise sales / business development

• Proven track record of achieving revenue targets and closing high-value deals

• Strong understanding of sales lifecycle, client management, and negotiation

• Excellent communication, presentation, and stakeholder management skills 
  

Preferred (Good to Have)

• Experience in financial services, fintech, or capital markets

• Familiarity with broking products (Equity, F&O, MF, PMS, AIF, IPOs, Bonds)

• Existing network of corporate clients or decision-makers

• Experience with CRM tools and sales analytics
  

Key Competencies

• Revenue ownership and accountability

• Strategic thinking with execution focus

• Strong relationship management skills

• Analytical mindset with data-driven decision-making

• Ability to perform in a fast-paced, high-growth environment

Why Join Us

• Opportunity to drive high-impact B2B revenue growth

• Exposure to capital markets and fintech innovation

• Work closely with leadership on business strategy and expansion

• Performance-linked incentives aligned with outcomes