Sales Consultant – Unlisted & Pre-IPO Investments

Sales Executive – Unlisted & Pre-IPO Investments
Location: Mumbai
Experience: 2–3 years
Company: Stockify Fintech Pvt. Ltd.
Department: Sales & Client Acquisition
Salary: 4 LPA + Upto 6 months salary bonus
Positions: 3
About the Role
Stockify is looking for a Sales Executive who can engage with investors, convert high-intent leads, and drive transactions in the unlisted and pre-IPO shares space.
This is a revenue-focused, client-facing role where you will interact with HNIs, retail investors, and partners, guiding them through opportunities and closing deals.
Key Responsibilities
Handle inbound leads via WhatsApp, calls, and email
Understand investor requirements and recommend relevant unlisted / pre-IPO opportunities
Convert leads into active investors and drive deal closures
Explain transaction processes including pricing, timelines, and documentation
Coordinate with operations team for smooth execution of trades
Build and maintain strong relationships with clients for repeat transactions and referrals
Follow up with prospects and nurture them through the sales funnel
Maintain CRM records, lead tracking, and sales updates
Requirements
2-3 years of experience in sales / financial services / investment products
Strong communication and persuasion skills
Basic understanding of stock markets, demat accounts, and financial products (preferred)
Ability to handle high-value clients and close deals confidently
Self-driven, target-oriented mindset
Strong follow-up and relationship-building skills
Commerce/finance background preferred
What You Get
Exposure to unlisted shares & pre-IPO investment ecosystem
High growth sales role with direct revenue impact
Opportunity to work with serious investors & HNIs
Performance-driven incentives + bonus structure

Work arrangement
No