About This Job Stockify Location: Mumbai, Maharashtra, India Work Mode: In office Industry: Investment Management Sales Executive – Unlisted & Pre-IPO Investments Location: Mumbai Experience: 2–3 years Company: Stockify Fintech Pvt. Ltd.

Department: Sales & Client Acquisition Salary: 3-3.5 lakhs CTC including yearly sales incentives Positions: 1 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

📌 Sales Executive – Unlisted & Pre-IPO Investments (Mumbai)
🏢 Stockify
📍 Mumbai