Job DescriptionSales Executive – Unlisted & Pre-IPO Investments
nLocation: BKC, Mumbai
nExperience: 2–3 years
nCompany: Stockify Fintech Pvt. Ltd.
nDepartment: Sales & Client Acquisition
nSalary: 3-3.5 lakhs CTC
nPositions: 3
nAbout the Role
nStockify 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.
nThis is a revenue-focused, client-facing role where you will interact with HNIs, retail investors, and partners, guiding them through opportunities and closing deals.
nKey Responsibilities
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- Handle inbound leads via WhatsApp, calls, and emailn
- Understand investor requirements and recommend relevant unlisted / pre-IPO opportunitiesn
- Convert leads into active investors and drive deal closuresn
- Explain transaction processes including pricing, timelines, and documentationn
- Coordinate with operations team for smooth execution of tradesn
- Build and maintain strong relationships with clients for repeat transactions and referralsn
- Follow up with prospects and nurture them through the sales funneln
- Maintain CRM records, lead tracking, and sales updatesn
nRequirements
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- 2-3 years of experience in sales / financial services / investment productsn
- Strong communication and persuasion skillsn
- Basic understanding of stock markets, demat accounts, and financial products (preferred)n
- Ability to handle high-value clients and close deals confidentlyn
- Self-driven, target-oriented mindsetn
- Solid follow-up and relationship-building skillsn
- Commerce/finance background preferredn
nWhat You Get
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- Exposure to unlisted shares & pre-IPO investment ecosystemn
- High growth sales role with direct revenue impactn
- Opportunity to work with serious investors & HNIsn
- Performance-driven incentives + bonus structuren