We are looking for a driven professional to lead and scale a high-performing investment sales team. This is an in-office role based in Gurgaon.

​

As an Investment Sales Lead, you will oversee day-to-day sales operations, manage a team of 6–8 Investment Consultants, and build strong processes to drive consistent performance. This is a hands-on leadership role where you will also spend 20–30% of your time directly engaging with prospective investors.

​

You will be responsible for the entire journey from lead generation to conversion, including team performance, processes, tools, and outcomes.

​

The ideal candidate is someone who has managed a small team, is comfortable with client interactions, and is motivated to build and scale in a fast-paced environment.

​

Key Responsibilities

​

On-the-floor (20–30% of time):

​

Conduct investor calls to qualify leads, present investment opportunities, and drive conversions

Set benchmarks for high-quality sales conversations

Act as a role model for the team through active selling

​

Team Management (70–80% of time):

​

Lead, coach, and manage a team of 6–8 Investment Consultants

Conduct daily huddles and weekly performance reviews

Monitor pipeline health, identify bottlenecks, and drive improvements

Develop and refine sales scripts, objection-handling frameworks, and follow-up strategies

Define and track KPIs, targets, and reporting metrics

Candidate Profile

5+ years of experience in inside sales or relationship-driven selling

Experience managing or mentoring teams of 5–10 members

Background in real estate, wealth management, insurance, mutual funds, or ed-tech is preferred

Strong process orientation with a data-driven approach to performance tracking

Knowledge of investment products or personal investment experience is a plus

​