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