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.
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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.
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Key Responsibilities
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- Handle inbound leads via WhatsApp, calls, and email
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- Understand investor requirements and recommend relevant unlisted / pre-IPO opportunities
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- Convert leads into active investors and drive deal closures
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- Explain transaction processes including pricing, timelines, and documentation
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- Coordinate with operations team for smooth execution of trades
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- Build and maintain strong relationships with clients for repeat transactions and referrals
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- Follow up with prospects and nurture them through the sales funnel
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- Maintain CRM records, lead tracking, and sales updates
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Requirements
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- 2-3 years of experience in sales / financial services / investment products
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- Strong communication and persuasion skills
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- Basic understanding of stock markets, demat accounts, and financial products (preferred)
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- Ability to handle high-value clients and close deals confidently
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- Self-driven, target-oriented mindset
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- Strong follow-up and relationship-building skills
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- Commerce/finance background preferred
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What You Get
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- Exposure to unlisted shares & pre-IPO investment ecosystem
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- High growth sales role with direct revenue impact
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- Opportunity to work with reliable investors & HNIs
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- Performance-driven incentives + bonus structure
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