Job Description Sales Executive – Unlisted & Pre-IPO Investments
n Location: Mumbai
n Experience: 2–3 years
n Company: Stockify Fintech Pvt. Ltd.
n Department: Sales & Client Acquisition
n Salary: 3-3.5 lakhs CTC including yearly sales incentives
n Positions: 1
n About the Role
n 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.
n 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.
n Key Responsibilities
n n Handle inbound leads via WhatsApp, calls, and email
n Understand investor requirements and recommend relevant unlisted / pre-IPO opportunities
n Convert leads into active investors and drive deal closures
n Explain transaction processes including pricing, timelines, and documentation
n Coordinate with operations team for smooth execution of trades




n Build and maintain strong relationships with clients for repeat transactions and referrals
n Follow up with prospects and nurture them through the sales funnel
n Maintain CRM records, lead tracking, and sales updates
n n Requirements
n n 2-3 years of experience in sales / financial services / investment products
n Strong communication and persuasion skills
n Basic understanding of stock markets, demat accounts, and financial products (preferred)
n Ability to handle high-value clients and close deals confidently
n Self-driven, target-oriented mindset
n Strong follow-up and relationship-building skills
n Commerce/finance background preferred
n n What You Get
n n Exposure to unlisted shares & pre-IPO investment ecosystem
n High growth sales role with direct revenue impact
n Opportunity to work with reliable investors & HNIs
n Performance-driven incentives + bonus structure
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📌 Sales Executive - Unlisted & Pre-IPO Investments (Mumbai)
🏢 Stockify
📍 Mumbai