Job Description

Sales Executive – Unlisted & Pre-IPO Investments

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Location: BKC, Mumbai

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Experience: 2–3 years

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Company: Stockify Fintech Pvt. Ltd.

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Department: Sales & Client Acquisition

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Salary: 3-3.5 lakhs CTC

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Positions: 3

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About the Role

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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 Whats App, 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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- Robust 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 serious investors & HNIs

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- Performance-driven incentives + bonus structure

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