Sankalp Mishra
Mumbai
Summary
Accomplished Sales Head with a proven track record of consistently surpassing revenue targets and enhancing operational efficiency across multiple financial services firms. Expertise in devising sales strategies to drive revenue growth while ensuring compliance with industry regulations, leveraging a proactive approach to stay ahead of market trends and competitor activities. Proficient in team management and recruitment, fostering a transparent and accountable work culture to maximize team performance and achieve organizational objectives. Recognized for exceptional leadership in optimizing profitability across diverse regions, demonstrating the ability to strategically manage costs while achieving revenue targets. Skilled in providing comprehensive investment management solutions to High Net Worth Individuals (HNIs) through a balanced mix of financial products, including equities, derivatives, currency, commodities, and IPOs. Expertise at delivering compelling presentations on market insights and product offerings to both prospective and existing clients, driving engagement and fostering long-term relationships. Strong focus on client satisfaction and retention, with a track record of building and strengthening customer relationships through superior service delivery and personalized financial solutions. Extensive experience in HR activities, including recruitment, training, and performance management, with a demonstrated ability to nurture and develop sales professionals to drive profitability.
Overview
20
20
years of professional experience
4
4
Certifications
Work History
Senior Vice President
Bigshare Services Pvt. Ltd.
09.2025 - Current
- Business Development: Developing comprehensive collaboration with team, to discuss potential upcoming projects with Book Running Lead Managers for SME and Mainboard IPOs
- Target Setting and Monitoring: Establishing monthly Unlisted ISIN targets in alignment with organizational goals and track progress towards achieving them with respect to Ahmedabad, Delhi, Hyderabad and Mumbai; implementing performance metrics and reporting mechanisms to monitor sales performance and identify areas for improvement.
- Team Leadership: Providing guidance, support, and mentorship to the sales team of 15 members to ensure alignment with sales objectives and targets. Foster a collaborative and high-performance culture within the team, encouraging innovation and continuous improvement.
Sales Head
Wiinance Financial Services Pvt. Ltd.
11.2021 - 09.2025
- Sales Planning: Developing comprehensive sales plans in collaboration with the sales team, incorporating market trends, customer insights, and product/service offerings; continuously analyzing sales data to identify opportunities for improvement and optimization.
- Marketing Collaboration: Working closely with the marketing team to provide insights and inputs for the creation of compelling online content and marketing materials; ensuring that sales objectives are effectively communicated and reflected in marketing strategies.
- Planning: Developing and implementing sales strategies aimed at generating relatively safer returns for the organization; evaluating market dynamics, competitive landscape, and risk factors to devise strategies that mitigate risks while maximizing sales opportunities.
- Compliance: Keeping tab on different verticals relating to compliance from KYC to trade execution part.
- Achievements:
- Achieved 40% revenue growth through innovative sales strategies.
- Implemented successful marketing campaigns resulting in 30% increase in client acquisitions.
- Recognized for outstanding leadership and team management skills.
Sales Head
Moneylicious Securities Pvt. Ltd.
05.2020 - 10.2021
- Initiated and managed strategic partners program leveraging channel sales including, planning, implementing and tracking projects
- Designed and executed go-to-market strategy for new product offering for entry into new markets
- Enhanced product and service offerings Led high value sales, addressed minor details and identified areas of improvement in customer service
- Undertook business case assessment to enhance channel sales relations as well as assessed and evaluated new vendor products
- Achievements:
- Successfully increased revenue generation by 20% through strategic planning.
- Introduced innovative sales techniques resulting in improved market positioning.
Maharashtra Head
Prudent Broking Services Pvt. Ltd.
07.2014 - 04.2020
- Maximized profitability in the Mumbai, Pune, and Nasik regions through effective target setting, sales planning, and strategic initiatives.
- Target Setting and Sales Planning: Developed comprehensive sales targets and plans tailored to each region, taking into account market dynamics, customer demographics, and competitive landscape; collaborated with Relationship Managers and Team Leaders to ensure alignment with overall business objectives.
- Presentations and Client Engagement: Delivered compelling presentations on market trends, products, and services to both prospective and existing clients and partners; built strong relationships with key stakeholders and identify opportunities for business expansion and revenue growth.
- Market Monitoring and Strategy Development: Continuously monitored market trends, customer needs, and competitor activities to identify threats and opportunities; developed and implemented strategic initiatives to subvert competition and capitalize on emerging trends, driving sustainable growth in the region.
- Compliance Oversight: Ensured adherence to regulatory and compliance requirements within the region, conducting regular checks and audits to mitigate risks and maintain ethical business practices.
Branch Manager
Anand Rathi Shares and Stock Brokers Ltd.
02.2011 - 06.2014
Relationship Manager
Indiabulls Securities Ltd.
08.2006 - 01.2011
Education
PGDBM - Operations & Finance
BGIMS
MumbaiB. Com. - undefined
St. Xaviers College
MumbaiSkills
Business growth initiatives
Revenue Generation
Industry assessment
Customer acquisition strategies
Certification
NISM Certification - Derivatives Segment
AWARDS & ACCOLADES
Achieved highest number of Wise Basket sales nationwide for FY 19-20 at Prudent Broking., Recognized as the Best Zonal Manager for Q2 15 at Prudent Broking., Successfully turned around business operations within 4 months at Anand Rathi Financial Services., Awarded for achieving the Best Branch Currency in Q4, 2011-12 across India., Recognized for leading the Best Growing Branch in Q3, 2011-12 within the Mumbai Region., Acknowledged for generating the Best Branch Revenue from New Client Acquisition in Q1, 2012-13 within the Mumbai region.
Timeline
Senior Vice President
Bigshare Services Pvt. Ltd.
09.2025 - Current
Sales Head
Wiinance Financial Services Pvt. Ltd.
11.2021 - 09.2025
Sales Head
Moneylicious Securities Pvt. Ltd.
05.2020 - 10.2021
Maharashtra Head
Prudent Broking Services Pvt. Ltd.
07.2014 - 04.2020
Branch Manager
Anand Rathi Shares and Stock Brokers Ltd.
02.2011 - 06.2014
Relationship Manager
Indiabulls Securities Ltd.
08.2006 - 01.2011
B. Com. - undefined
St. Xaviers College
PGDBM - Operations & Finance
BGIMS