Equentis - Head - Sales - Financial Education Division

Job Description: Sales Leader Informed InvestoRR

Organization: Equentis Wealth Advisory Services Limited

Location: Lower Parel, Mumbai

About the Role

We are seeking a dynamic and results-driven Sales Leader to drive growth for our flagship Informed InvestoRR (Financial Education) division. The ideal candidate is a proven performer in direct-to-consumer consultative sales, with a strong track record of exceeding targets in competitive environments. This role requires a balance of strategic thinking, team leadership, and hands-on sales execution to scale our business and establish Equentis as a leader in financial education.

Key Responsibilities

Sales Leadership & Target Achievement

- Own the sales and revenue targets for the EdTech/Financial Education division.

- Design and implement sales strategies to achieve monthly, quarterly, and annual enrolment goals.

- Oversee end-to-end sales processes including lead generation, product demonstrations, negotiations, closures, and post-sales relationship management.

- Ensure high conversion rates by creating urgency and nurturing prospects effectively.

Team Management & Development

- Lead, mentor, and manage a team of 812 Sales Counsellors/Executives.

- Drive a performance culture by setting clear KPIs, monitoring productivity, and conducting regular reviews.

- Train and coach sales teams on consultative selling techniques, objection handling, and closing strategies.

- Foster a high-energy, competitive yet collaborative environment that consistently produces top performers.

Business Development & Market Expansion

- Identify and tap into new market segments and customer acquisition channels (students, professionals, corporates).

- Build and nurture strategic partnerships with corporates, educational institutions, and industry associations to drive bulk enrolments.

- Organize and manage seminars, workshops, roadshows, and exhibitions to promote Informed InvestoRR courses and build brand visibility.

- Develop corporate tie-ups for employee upskilling programs and financial education workshops.

Brand Advocacy & Customer Experience

- Position and communicate the unique value proposition of the Informed InvestoRR model (online/offline learning).

- Maintain a customer-first approach, ensuring exceptional service and long-term relationships with learners and investors.

- Collect and analyze customer feedback to continuously improve course offerings and sales processes.

Ideal Candidate Profile

Experience & Achievements

- 7+ years of proven experience in B2C sales, preferably in financial education, EdTech, BFSI, or high-ticket consultative sales.

- Consistently ranked in the top 10% of performers in highly competitive sales environments.

- Strong background in managing and scaling sales teams, with a track record of delivering revenue growth.

Skills & Competencies

- Exceptional sales acumen with strong negotiation, persuasion, and closing skills.

- Deep understanding of sales funnels, pipeline management, and revenue forecasting.

- Strong leadership skills able to motivate, coach, and build high-performing teams.

- Excellent communication, presentation, and interpersonal skills.

- Highly disciplined with strong time management, task prioritization, and execution focus.

- Passionate about financial education and capable of building trust with learners and investors.