Vice President

Job Description Title - Vice President Pre-IPO Sales. Department : Pre IPO Reports to : Head - Business Excellence. As part of the Equentis group, we've been at the forefront of the investment world, with a primary focus on the Indian equity markets since 2009. Equentis Wealth Advisory Ltd is a leading financial services and wealth creation offering comprehensive investment solutions to HNIs. The firm specializes in equity advisory, PMS, AIF with a strong research-driven approach to wealth creation. Equentis Investech has already facilitated over 600 Crore in transactions. We maintain a sharp focus on identifying only the most promising opportunities through our proprietary 5P Framework (Promoter, Product, Potential,Pricing, and Profit)a methodology that mirrors the institutional-grade diligence employed by leading Private Equity funds. Position Overview: The Pre-IPO Sales Head will lead the business vertical focused on sourcing, structuring, and distributing Pre-IPO and unlisted equity opportunities to high-net-worth individuals (HNIs), ultra-high-net-worth individuals (UHNIs),and family offices. The incumbent will drive strategic partnerships, oversee sales operations, and build a strong distribution network to position Equentis as a leading player in the pre-IPO investment space. Broader Role / Responsibilities Business Leadership & Strategy: 1-Develop and execute the go-to-market strategy for the Pre-IPO and unlisted equity segment. 2-Identify high-growth, pre-IPO opportunities and establish relationships with promoters, intermediaries, and investment bankers. 3-Define revenue targets and lead the sales team to achieve aggressive growth metrics. 4-Nurture high-growth, pre-IPO opportunities and establish relationships with promoters, intermediaries, and investment bankers Sales & Distribution: 1- Build and manage a high-performing sales team dedicated to Pre-IPO and private market products. 2-Create and manage a distribution network across wealth managers, IFAs, and institutional channels. 3-Drive client acquisition and retention through consultative selling and relationship management. Client Advisory & Relationship Management: 1-Engage with HNI and UHNI clients to present pre-IPO opportunities aligned with their investment goals. 2-Provide end-to-end advisory support including due diligence, valuation insights, exit timelines, and liquidity options. 3-Ensure seamless client experience and post-investment support. Product Development & Research Collaboration: 1-Collaborate closely with the research and investment teams to identify and evaluate pre-IPO opportunities, while maintaining seamless coordination with senior leadership through regular reporting of sales trackers, updates, and key insights 2-Contribute to structuring investment products and marketing collaterals for investor communication. 3-Stay abreast of market developments, valuation trends, and SEBI regulations governing unlisted and private equity markets. Compliance & Governance: 1-Ensure adherence to all regulatory and internal compliance standards. 2-Maintain transparency in communication and documentation with clients and partners. Qualifications & Experience : 1-Graduate/Postgraduate in Finance, Business, or related field (MBA/CFA preferred). 2-1015 years of experience in private wealth, investment banking, or private equity sales. 3-Strong network of HNIs, UHNIs, and family offices. 4-Demonstrated success in deal origination and execution in private market investments. 5-Excellent communication, negotiation, and leadership skills.