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Pocketful

Sales Lead - B2B

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Job Description

Key Responsibilities

Revenue Ownership & Sales Strategy

  • Own and drive B2B revenue, brokerage, and profitability targets across assigned segments
  • Develop and execute sales strategies and go-to-market plans aligned with business goals
  • Track pipeline health, conversion ratios, and revenue mix to ensure consistent performance

Client Acquisition & Account Growth

  • Identify, acquire, and onboard high-value corporate clients
  • Build long-term relationships with CXOs, founders, and key decision-makers
  • Drive account expansion, cross-selling, and repeat business across financial products

Sales Execution & Deal Management

  • Manage the complete sales cycle: prospecting, pitching, negotiation, and closure
  • Lead client presentations, commercial discussions, and contract finalization
  • Maintain strong pipeline visibility and ensure timely deal progression

Market Intelligence & Business Expansion

  • Analyze market trends, competitor strategies, and customer needs
  • Identify new business opportunities, segments, and partnerships
  • Contribute to market expansion and revenue growth initiatives

Compliance, Risk & Governance

  • Ensure adherence to SEBI guidelines, internal compliance policies, and risk frameworks
  • Maintain high standards of ethical selling and client onboarding practices
  • Coordinate with compliance teams for smooth execution of regulatory requirements

Operations & Cross-Functional Coordination

  • Collaborate with product, operations, and delivery teams for seamless client onboarding and servicing
  • Ensure alignment between client expectations and service delivery
  • Support resolution of high-impact client issues and escalations

Reporting & Performance Management

  • Track and report sales performance, pipeline metrics, and revenue forecasts
  • Maintain structured MIS and dashboards for leadership review
  • Participate in business reviews, planning, and strategy discussions

Required Skills & Qualifications

  • 3–7 years of experience in B2B / enterprise sales / business development
  • Proven track record of achieving revenue targets and closing high-value deals
  • Strong understanding of sales lifecycle, client management, and negotiation
  • Excellent communication, presentation, and stakeholder management skills

Preferred (Good To Have)

  • Experience in financial services, fintech, or capital markets
  • Familiarity with broking products (Equity, F&O, MF, PMS, AIF, IPOs, Bonds)
  • Existing network of corporate clients or decision-makers
  • Experience with CRM tools and sales analytics

Key Competencies

  • Revenue ownership and accountability
  • Strategic thinking with execution focus
  • Strong relationship management skills
  • Analytical mindset with data-driven decision-making
  • Ability to perform in a fast-paced, high-growth environment

Why Join Us

  • Opportunity to drive high-impact B2B revenue growth
  • Exposure to capital markets and fintech innovation
  • Work closely with leadership on business strategy and expansion
  • Performance-linked incentives aligned with outcomes

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About Company

Job ID: 147318459