Website:
stockify.net.in
Job details:
Sales Executive – Unlisted & Pre-IPO InvestmentsLocation: J P Nagar Phase 5, Bengaluru
Experience: 2–3 years
Company: Stockify Fintech Pvt. Ltd.
Department: Sales & Client Acquisition
Salary: 4.5 lakhs CTC including yearly sales incentives
Positions: 3
About the RoleStockify 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
Click on Apply to know more.