Sales Manager- FinTech/Trading

Role Overview

We are seeking an accomplished and dynamic Sales Manager based in Mumbai to lead TradeLab's expansion across Western India. This is a high-impact, hunter-focused role tasked with building new client relationships with discount brokers, full-service brokers, banks, and fintech platforms. The role involves minimal account nurturing, with a primary focus on prospecting, pipeline development, and closing high-value deals. The ideal candidate will bring deep industry expertise, an established network in the capital markets, broking, and fintech sectors, and a proven ability to navigate complex sales cycles with senior stakeholders.

Key Responsibilities

• New Business Development:
  Drive aggressive acquisition of new clients across Western India by targeting entities aligned with TradeLab's Ideal Customer Profile (ICP), including discount brokers, full-service brokers, banks, and fintech platforms.
• Pipeline Management:
  Build, manage, and maintain a robust sales pipeline by prospecting, qualifying leads, and advancing opportunities through discovery, demonstrations, proposal creation, negotiation, and deal closure.
• End-to-End Sales Ownership:
  Lead complex, enterprise-grade sales cycles from initial outreach to contract signing, engaging senior stakeholders such as CEOs, CTOs, CIOs, and Heads of Broking.
• Solution Positioning:
  Collaborate closely with solutions architects and product teams to tailor and position TradeLab's modular offerings (ORMS, MetaTrader integrations, PULSE AI, CRM/LPA solutions) to address specific client pain points and objectives.
• Regulatory Expertise:
  Demonstrate a deep understanding of regulatory frameworks (e.g., SEBI guidelines, algo trading controls, T+0 settlement workflows) and articulate their business value to position TradeLab's solutions as compliance-driven and operationally efficient.
• Brand Representation:
  Act as TradeLab's ambassador at industry events, trade shows, webinars, and client meetings to enhance brand visibility and establish thought leadership in the capital markets ecosystem.
• Market Feedback:
  Provide actionable, structured insights from client interactions to influence product roadmaps, go-to-market strategies, and solution enhancements.
• CRM Management:
  Actively maintain and update customer relationship management (CRM) systems to ensure accurate tracking of leads, opportunities, and client interactions, enabling data-driven decision-making and forecasting.

Must-Have Qualifications

• Experience:
  10+ years of sales experience in capital markets technology, trading infrastructure, or fintech SaaS, with a minimum of 5–8 years focused on enterprise or mid-market financial institutions.
• Network:
  Extensive, established connections with decision-makers (CxOs, Tech Heads, Risk Committees) at brokers, banks, and fintech platforms across Western India.
• Proven Track Record:
  Demonstrated success in consistently meeting or exceeding half-yearly and yearly sales targets in a high-pressure, target-driven environment, with a focus on hunting and closing new business.
• Stakeholder Engagement:
  Exceptional ability to engage both business and technical stakeholders, translating complex technical solutions into compelling business value propositions.
• CRM Expertise:
  Hands-on experience in maintaining and leveraging CRM platforms (e.g., Salesforce, HubSpot, or similar) to manage pipelines, track client interactions, and generate accurate sales forecasts.
• Communication Skills:
  Outstanding verbal and written communication, presentation, and negotiation skills, with the ability to tailor messaging to diverse audiences.
• Self-Starter Mindset:
  Ability to thrive as an individual contributor in a fast-paced, high-pressure environment, demonstrating initiative, resilience, and accountability.
• High-Pressure Performance:
  Proven ability to perform effectively in high-stakes, deadline-driven settings, maintaining composure and delivering results under tight timelines.

Good-to-Have Skills

• Platform Exposure:
  Familiarity with broking platforms, Order Management Systems (OMS), Risk Management Systems (RMS), or API-driven fintech products.
• Technical Knowledge:
  Working knowledge of algorithmic trading, risk management systems, and compliance workflows (e.g., SEBI regulations, T+0 processes).
• Consultative Selling:
  Experience with solution-oriented or consultative sales methodologies, focusing on addressing client needs through tailored solutions.