Revenue & Sales Growth.
- Own regional P&L and achieve quarterly and annual revenue targets.
- Drive new business acquisition for B2B fintech solutions ( trading APIs, OMS/RMS, algo platforms, analytics tools, onboarding/KYC tech, wealth management platforms, payment solutions, etc.
- Identify and close strategic high-value accounts.
- Client Acquisition & Account Management.
- Build and manage relationships with brokers, sub-brokers, fintech companies, RIAs, PMS houses, NBFCs, wealth managers, and financial institutions.
- Conduct product demos, negotiations, onboarding, and contract closures.
- Ensure excellent client experience and recurring business through cross-selling/upselling.
- Market Expansion & Territory Management.
- Develop and execute regional sales plans to increase market penetration.
- Maintain a strong pipeline and accurate sales forecasting.
- Identify new segments, opportunities, and strategic alliances in the region.
- Product Expertise & Solution Consulting.
- Act as the regional product expert-understand trading platforms, APIs, regulatory requirements, and fintech workflows.
- Liaise with product, tech, and operations teams to customize solutions per client needs.
- Capture market feedback to support product development.
- Team Leadership (optional if senior role).
- Manage and mentor a regional sales team (if applicable).
- Define KPIs, monitor performance, and drive training and development.
Compliance & Reporting:
- Maintain CRM hygiene with updated leads, opportunities, and projections.
- Ensure compliance with SEBI and other regulatory guidelines as applicable.
- Prepare and present weekly/monthly sales reports to leadership.
Core Skills:
Key Skills & Requirements:
- Strong understanding of stock markets, trading systems, capital markets products, and financial services.
- Proven experience selling B2B SaaS or fintech products to institutional clients.
- Excellent negotiation, presentation, and contract closure skills.
- Strong network in the broking/fintech ecosystem.
Didn’t find the job appropriate? Report this Job
