Position: VP Pre-IPO Sales
Location: Bengaluru
Department: Pre-IPO
Reports To: Head Business Excellence
About the Role
We are seeking an accomplished VP Pre-IPO Sales to lead the business vertical focused on sourcing, structuring, and distributing Pre-IPO and unlisted equity opportunities. This is a strategic leadership role responsible for engaging HNIs, UHNIs, and family offices, driving deal execution, and building a strong distribution ecosystem in the private markets space.
Key Responsibilities
1. Business Leadership & Strategy
- Develop and execute the go-to-market strategy for the Pre-IPO and unlisted equity segment.
- Identify high-potential, high-growth pre-IPO opportunities and build relationships with promoters, intermediaries, and investment bankers.
- Define revenue goals and lead the sales team to deliver aggressive growth metrics.
2. Sales & Distribution
- Build, mentor, and manage a high-performing sales team specializing in Pre-IPO and private market products.
- Establish and expand a distribution network across wealth managers, IFAs, and institutional partners.
- Drive client acquisition, nurturing, and retention through strong consultative selling and relationship management.
3. Client Advisory & Relationship Management
- Engage with HNI and UHNI investors to present opportunities aligned with their investment objectives.
- Provide complete advisory support, including due diligence insights, valuation analysis, exit timelines, and liquidity options.
- Ensure excellent client experience and seamless post-investment engagement.
4. Product Development & Research Collaboration
- Collaborate closely with research and investment teams to identify, evaluate, and structure pre-IPO deals.
- Contribute to product documentation, marketing materials, and investor communication decks.
- Stay updated on market trends, valuation movements, and applicable SEBI regulations for unlisted/private markets.
5. Compliance & Governance
- Ensure strict adherence to internal and regulatory compliance standards.
- Maintain transparent communication and complete documentation with clients and partners.
Qualifications & Experience
- Graduate/Postgraduate in Finance, Business, or a related field (MBA/CFA preferred).
- 1015 years of experience in private wealth, investment banking, or private equity sales.
- Strong and active network of HNIs, UHNIs, and family offices.
- Proven track record in private market deal sourcing, structuring, and execution.
- Exceptional communication, negotiation, and leadership capabilities.
