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Equentis - Head - Sales - Financial Education Division

Equentis - Head - Sales - Financial Education Division

EquentisMumbai, India
30+ days ago
Job description

Job Description : Sales Leader Informed 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 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.

    • (ref : iimjobs.com)

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    Head Sales • Mumbai, India

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