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 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
- Prospect to work with serious investors & HNIs
- Performance-driven incentives + bonus structure

📌 Sales Executive – Unlisted & Pre-Ipo Investments (Bengaluru)
🏢 Stockify
📍 Bengaluru