Job Description
Description:
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:
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.
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.
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.
Product Development & Research Collaboration:
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- 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.
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).
- 10 to 15 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.
Skills
BFSI SalesBankingCFAWealth ManagementAcquisitionEquityEquity SalesInvestment ObjectivesLiquiditySebi RegulationsSellingValuation AnalysisValuationCfaIf an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.
Important dates & deadlines?
Application Deadline
28 Jun 26, 07:17 PM IST
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