Sales Executive – Unlisted & Pre-IPO Investments

Location: J P Nagar Phase 5, Bengaluru
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 Whats App, 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 responsible investors & HNIs
- Performance-driven incentives + bonus structure

📌 Private Market Investment Advisor (Bengaluru)
🏢 Stockify
📍 Bengaluru