Position Overview

Diago Academy is seeking an experienced and results-driven Head – Sales & Business Development to lead the Academy's revenue growth, client acquisition, business expansion, and sales operations. This leadership role will be responsible for developing and executing sales strategies, managing high-performing sales teams, building strategic partnerships, and driving sustainable business growth while ensuring an exceptional client experience.

The ideal candidate should possess strong leadership capabilities, expertise in financial services or education sales, excellent business acumen, and a proven track record of consistently exceeding revenue targets.

Location: Bangalore

Department: Diago Academy – Sales & Business Development

Reporting To: Director / CEO

Key Responsibilities

Sales & Revenue Growth

· Drive monthly, quarterly, and annual revenue targets through active sales and client acquisition.

· Convert qualified leads into registered and funded trading clients on Diago platforms.

· Develop and execute strategies to increase account registrations and trading volumes.

· Create and implement business development plans to expand Diago Academy's market presence.

· Identify new business opportunities, strategic alliances, referral partners, and corporate collaborations.

Leadership & Team Management

· Lead, mentor, and manage the Sales, CRM, and Business Development teams.

· Set individual KPIs, monitor performance, and conduct regular performance reviews.

· Coach and develop team members to improve sales effectiveness and productivity.

· Recruit, onboard, and train new sales professionals.

· Build a high-performance sales culture focused on accountability and results.





Client Acquisition & Relationship Management

· Conduct product presentations, trading platform demonstrations, and onboarding sessions.

· Explain MT5, proprietary trading solutions, and Diago Academy offerings to prospective clients.

· Build and maintain relationships with retail investors, HNIs, corporate clients, and referral partners.

· Drive client engagement, retention, and portfolio growth.

· Handle escalated customer concerns professionally.

Marketing & Business Development

· Coordinate with external marketing agencies for campaigns, events, and lead generation activities.

· Provide market insights, customer feedback, and sales inputs for marketing initiatives.

· Ensure sales messaging aligns with Diago Academy's brand positioning.

· Support seminars, webinars, workshops, and promotional events.

Sales Operations

· Manage the complete sales lifecycle from lead generation to client onboarding.

· Monitor CRM data, sales funnels, conversion ratios, and pipeline health.

· Prepare daily, weekly, and monthly MIS reports and sales forecasts.

· Analyze sales trends and recommend improvements.

Market Intelligence

· Monitor industry trends, competitor activities, and customer behavior.

· Identify opportunities to improve products, pricing, and customer experience.





· Recommend innovative business growth initiatives.

Cross-functional Collaboration

· Work closely with Marketing, Product, Client Support, Operations, Finance, and Compliance teams.

· Ensure smooth execution of campaigns and customer onboarding.

· Promote responsible trading education and regulatory compliance.

Qualifications

· Bachelor's Degree in Business Administration, Marketing, Finance, Commerce, or related field.

· MBA preferred.

· 10–15 years of experience in Sales, Business Development, Wealth Management, Stock Broking, Trading, FinTech, EdTech, or Financial Services.

· Minimum 5 years of experience leading large sales teams.

· Strong understanding of trading platforms, financial products, and investment markets.

· Excellent leadership, communication, negotiation, and presentation skills.

· Hands-on experience with CRM platforms (Salesforce, Zoho CRM, HubSpot, etc.).

· Solid analytical and strategic thinking abilities.

Key Performance Indicators (KPIs)

· Revenue Achievement

· Client Acquisition

· Funded Trading Accounts

· Trading Volume Growth

· Lead-to-Conversion Ratio

· Customer Retention

· Team Productivity

· Sales Pipeline Health

· CRM Compliance

· Business Expansion

· Strategic Partnerships

· Employee Development & Training

What We Offer

· Competitive Salary + Performance Incentives

· Leadership role with strategic decision-making authority

· Opportunity to build and scale Diago Academy

· Professional growth and leadership development

· Dynamic and entrepreneurial work setting

· Long-term career progression within Diago Finance

📌 Head of Sales and Business Development (Bengaluru)
🏢 Diago Finance
📍 Bengaluru