Vice President of Sales

Job Title:

Retail Sales Head (Wealth Head)

Location:

Noida

Reports To:

Managing Director
Job Type: Full-Time
Company Profile:
As part of the Equentis group, we’ve been at the forefront of the investment
world, with a primary focus on the Indian equity markets since 2009. Over a decade later, we’re
proud to have established India’s first online non-discretionary equity advisory company, offering
tailored research reports. Regulated by SEBI, our passionate team of professionals brings deep
expertise in financial markets, equity research, and technology.

Position Overview:

The Head of Retail Sales is a senior leadership role responsible for setting the
strategic direction and overseeing the performance of the Retail Sales division. This position leads a team of Retail Sales in delivering comprehensive financial planning and investment solutions to Retail Investors and high-net-worth clients. The role focuses on driving business growth, strengthening client relationships, enhancing advisory capabilities, and ensuring adherence to regulatory and fiduciary standards. The Head of Retail Sales collaborates closely with executive leadership to align wealth management strategies with the organization’s overall objectives while fostering a culture of excellence, integrity, and client-centric service.

This leader is accountable for revenue generation, driving the sales team, portfolio oversight, risk management, and maintaining the highest standards of professional practice across the advisory function.

Key Responsibilities:

1.Develop and implement the overall wealth advisory strategy aligned with organizational goals.
2.Drive business growth, revenue targets, and market expansion initiatives.
3.Identify new client segments and strategic partnership opportunities.
4.Lead, mentor, and manage a team of Retail Sales of 100+ (Sales Wealth Advisor/TL/Centre Heads)
5.Set performance objectives and monitor key performance indicators.
6.Drive new client acquisition and assets under management growth.
7.Promote a high-performance, client-centric culture.
8.Oversee relationships with high-net-worth (HNW) and Retail Sales clients.
9.Ensure delivery of comprehensive wealth solutions, including investment management, financial
planning, estate planning, retirement planning, and tax optimization.
10.Maintain high levels of client satisfaction and retention.

Qualifications:

Education:

Master’s degree in finance, Economics, Business, or a related field.

Experience:

Minimum of 12-17 years of experience in Wealth/Equity Market, with at
least 10- 12 years in a leadership role.