Website:
stockify.net.in
Job details:
About This Job
Stockify
Location: Mumbai, Maharashtra, India
Work Mode: On-site
Industry: Investment Management
Job Description
Sales Executive – Unlisted & Pre-IPO Investments
Location: BKC, Mumbai
Experience: 2–3 years
Company: Stockify Fintech Pvt. Ltd.
Department: Sales & Client Acquisition
Salary: 3-3.5 lakhs CTC
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 emailUnderstand investor requirements and recommend relevant unlisted / pre-IPO opportunitiesConvert leads into active investors and drive deal closuresExplain transaction processes including pricing, timelines, and documentationCoordinate with operations team for smooth execution of tradesBuild and maintain strong relationships with clients for repeat transactions and referralsFollow up with prospects and nurture them through the sales funnelMaintain CRM records, lead tracking, and sales updates
Requirements
2-3 years of experience in sales / financial services / investment productsStrong communication and persuasion skillsBasic understanding of stock markets, demat accounts, and financial products (preferred)Ability to handle high-value clients and close deals confidentlySelf-driven, target-oriented mindsetStrong follow-up and relationship-building skillsCommerce/finance background preferred
What You Get
Exposure to unlisted shares & pre-IPO investment ecosystemHigh growth sales role with direct revenue impactOpportunity to work with serious investors & HNIsPerformance-driven incentives + bonus structure
Click on Apply to know more.
