Lead - Regional Sales - BFSI

Lead - Regional Sales

Description:

Key Responsibilities

- Develop and execute regional sales strategies for unlisted shares, pre-IPO instruments, and mutual fund distribution.

- Build and manage a pipeline of institutional and HNI clients through strategic networking and relationship development.

- Collaborate with product, compliance, and marketing teams to ensure offerings are market-ready and aligned with regulatory norms.

- Conduct competitive market analysis and provide actionable insights for product positioning.

- Negotiate deal terms, oversee KYC/AML compliance, and coordinate transaction funding.

- Achieve quarterly and annual sales targets with structured reporting.

- Mentor and guide junior sales and business development associates in the region.

Required Skills & Qualifications

- 4+years of experience in financial product sales preferably in unlisted shares, pre-IPO instruments, or mutual fund distribution.

- Proven sales track record with strong negotiation and relationship-building skills.

- Familiarity with SEBI guidelines, KYC/AML norms, and capital market regulations.

- Excellent communication, presentation, and interpersonal skills.

- Willingness to travel extensively across Delhi/NCR.

- Bachelors degree in Finance, Business, or Economics; MBA preferred.