About The Company As part of the Equentis group, we have been a pioneering force in the investment industry, primarily focusing on the Indian equity markets since 2009. Over the years, we have established ourselves as India's first online non-discretionary equity advisory firm, offering customized research reports to a diverse clientele.

Our commitment to innovation and excellence has enabled us to stay ahead in a competitive landscape. Regulated by SEBI, our passionate team of professionals possesses deep expertise in financial markets, equity research, and technology, driving our mission to deliver value-driven investment insights and advisory services. Located in Mumbai's Lower Parel district, Equentis continues to expand its footprint and influence in the digital financial advisory space.

About The Role The Digital Sales Head at Equentis will play a pivotal role in driving revenue growth through digital channels. This leadership position requires overseeing the entire online sales funnel, managing lead conversion processes, and scaling a high-volume sales operation.

The successful candidate will act as a bridge between marketing, inside sales, and advisory teams, ensuring seamless integration and execution of digital sales strategies. This role involves direct management of teams responsible for converting digital leads into paying clients, with a focus on achieving targeted revenue outcomes.

The Digital Sales

Head will own key performance indicators related to digital sales, optimize conversion metrics, and foster a culture of continuous improvement and high performance.

Qualifications Candidates should possess over 10 years of sales experience, with significant exposure to digital and inside sales environments. Proven leadership experience in fintech, wealth advisory, insurance, edtech,



or subscription-based businesses is essential.

A track record of successfully scaling high-volume digital sales funnels and managing cross-functional teams is highly desirable. The ideal candidate will have strong analytical skills, a strategic mindset, and the ability to develop innovative sales processes. Excellent communication and coaching skills are necessary to motivate teams and ensure high-quality customer interactions.

A thorough understanding of digital marketing, lead management, and conversion optimization techniques is critical for success in this role.

Responsibilities

- Own and achieve revenue targets from all digital channels, including website, performance marketing, inbound leads, and referrals.
- Develop and scale a high-volume digital sales model tailored for our advisory products.
- Establish and monitor conversion benchmarks across the digital funnel, from lead generation to paid subscriptions.
- Drive consistent month-on-month growth while maintaining controlled customer acquisition costs (CAC).
- Lead and manage inside sales managers, advisors, and digital sales representatives to ensure high performance and productivity.
- Set clear performance KPIs for the sales team and regularly review progress against targets.
- Coach teams on consultative selling techniques via calls, video meetings, WhatsApp, and email interactions.
- Design and optimize lead routing, qualification,



and follow-up processes to improve conversion rates.
- Enhance call connect rates, consultation attendance, and closure ratios to shorten sales cycles without compromising quality.
- Coordinate with marketing to improve lead quality, landing page effectiveness, and messaging strategies.
- Provide ongoing feedback to creative, product, and advisory teams to enhance digital experience and conversion pathways.
- Ensure smooth onboarding handoffs to Customer Success teams for effective client activation and retention.

Benefits At Equentis, we are committed to providing a comprehensive benefits package designed to support our employees’ professional growth and personal well-being. Our offerings include competitive salary packages, performance-based incentives, and health insurance coverage. We promote a collaborative and cutting-edge work environment that encourages continuous learning and development. Employees have access to training programs, industry seminars, and opportunities for career advancement within the organization. Additionally, we foster a culture of transparency, inclusivity, and recognition, ensuring our team members feel valued and motivated to excel.

Equal Opportunity

Equentis is an equal prospect employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, religion, gender, age, sexual orientation, disability, or any other protected characteristic.

We believe that diverse perspectives and backgrounds enhance our ability to innovate and serve our clients effectively. We encourage qualified candidates from all backgrounds to apply and join our dynamic team committed to excellence and integrity in financial advisory services.

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