About The Job
Who are we
https://univest.in/ Univest is an AI-powered investment ecosystem built to help users achieve higher returns by making their investment journey smart, seamless, and rewarding. From identifying the right market opportunities based on individual investment styles to enabling deep research and timely exits, everything is available through a single, unified platform. Beyond equities, Univest provides access to multiple high-return, low-investment opportunities all in one place.
As a one-of-a-kind super app with an advisory-led brokerage model, Univest empowers investors to make informed decisions and invest with confidence. With over 50 million downloads, Univest is transforming the way people invest in the capital markets and redefining the future of investing. Role Overview The Head of Sales will lead revenue growth across subscription products including equities, derivatives, commodities, mutual funds, and advisory-led brokerage offerings. This role is critical in scaling sales operations while ensuring regulatory compliance, customer trust, and long-term value creation in a fast-growing fintech ecosystem.
Key Responsibilities
- Revenue Business Growth
- Own P L and revenue targets across BFSI product lines (Advisory, MF, Commodities)
- Design and execute scalable sales strategies across offline,
- Drive ARPU growth, upsell, cross-sell, and subscription renewals
- Sales Team Leadership Scaling
- Build and scale high-performing offline sales teams (advisors, team leads)
- Define clear role structures, incentive plans, and performance metrics
- Coach teams on consultative selling, financial product suitability, and ethical sales practices
- Develop leadership pipelines for Team Leads/ Pod Heads
- Regulatory Compliance Alignment
- Ensure all sales processes align with applicable regulations
- Maintain strict adherence to compliant communication, disclosures, and sales pitches
- Collaborate with Compliance, Risk, and Legal teams to mitigate mis-selling risks
- Drive zero-tolerance culture towards unethical sales practices
- Customer Experience Trust
- Champion customer-first, advisory-driven selling over transactional sales
- Improve conversion while minimizing refunds, complaints, and escalations
- Process, Data Technology
- Own CRM, lead routing, attribution, and sales automation frameworks
- Leverage data analytics to optimize funnels, pricing, and conversion rates
- Partner with Product and Tech teams to improve advisor tools and customer experience
- Implement scalable onboarding, training, and certification programs
- Reporting Strategic Governance
- Review daily, weekly, and monthly revenue dashboards
- Present forecasts, growth plans, and risk assessments to senior leadership
- Drive disciplined execution through SOPs, audits, and review mechanisms
Key Skills Competencies
- Proven experience in scaling sales in fintech, broking, wealth tech, or NBFC environments
- Data-driven leader with strong execution and people management skills
- High integrity, customer empathy, and long-term business mindset
Preferred Qualifications
- 8- 10 years of sales leadership experience
- Prior experience in wealth management, or fintech platforms preferred
- MBA / CA / CFA or equivalent professional qualification is a plus
What Success Looks Like
- Sustainable revenue growth with low churn and refunds
- Scaled, compliant, and high-performing sales organization
- Strong customer trust and brand credibility in financial markets
- Predictable and transparent sales operations aligned with regulatory standards What will you get
- Attractive compensation and ESOPs
- A true start-up culture - young, fast paced, where you are driven by personal ownership of solving challenges that help you grow fast
- Focus on innovation, data orientation and extremely results driven
- Opportunity to work with industry veterans
- A vibrant office space with fully stocked pantries
CTC - 12 to 15 Lakhs
