About Precize

Precize is a cutting-edge alternative investment platform unlocking access to pre-IPO shares and global trade finance opportunities.

We envision a future where investing in private markets is as seamless as trading in public markets creating an open, borderless setting that goes beyond traditional investing in India.

As a gateway to private equity and private credit opportunities, Precize empowers investors of all levels to discover and invest in high-potential opportunities securely online. We're bringing investors to the front row, offering exclusive access to some of the most lucrative opportunities in private markets.

About the Role

We are looking for a Sales & Investor Relations Associate who can help us build meaningful relationships with our growing investor community and drive the adoption of Precize's investment opportunities.

This is a high-ownership, customer-facing role combining sales, investor relationship management, and customer success. You will interact directly with prospective and existing investors, understand their investment objectives, educate them about relevant opportunities, address their queries, and guide them through their investment journey.

The ideal candidate is someone who is commercially driven, articulate, relationship-oriented, and genuinely interested in financial markets and investing.

What You'll Do

Drive Sales & Investor Acquisition

- Own the sales journey from lead qualification to conversion, across both B2B and B2C segments.
- Engage with prospective investors through calls, meetings, WhatsApp, email, and other relevant channels.
- Understand investor profiles, objectives, risk appetite,



and requirements to identify relevant investment opportunities.
- Present and explain Precize's pre-IPO, private equity, private credit, and trade finance opportunities in a clear and compelling manner.
- Follow up consistently with prospective investors and build a strong sales pipeline.
- Work towards defined revenue, conversion, and investor acquisition targets.
- Identify opportunities for cross-selling and increasing engagement among existing investors.

Build Investor Relationships

- Develop and maintain long-term relationships with investors, going beyond individual transactions.
- Act as a trusted point of contact for investors throughout their Precize journey.
- Proactively engage with existing customers to drive repeat investments and long-term retention.
- Understand investor feedback and expectations and translate them into actionable insights for the business.
- Build a strong understanding of customer segments and their evolving investment needs.

Manage Customer Queries & Experience

- Respond to investor questions related to investment opportunities, processes, documentation, transactions, and account-related queries.
- Work closely with internal teams to ensure customer issues are resolved quickly and effectively.




- Ensure investors have a smooth experience from onboarding through investment and post-investment support.
- Proactively communicate important updates and ensure customers remain informed throughout the investment lifecycle.

Collaborate & Contribute

- Work closely with the Investment, Operations, Marketing, and Customer Success teams to improve the overall investor experience.
- Share market feedback, customer insights, objections, and sales trends with the wider team.
- Contribute to improving sales processes, communication strategies, and investor engagement.
- Maintain accurate records of investor interactions, leads, follow-ups, and conversions on the CRM.

What We're Looking For

- 24 years of experience in sales, business development, wealth management, financial services, fintech, investment platforms, or a similar customer-facing role.
- Experience in B2B and/or B2C sales, preferably in a consultative sales environment.
- Strong communication, presentation, negotiation, and relationship-management skills.
- Ability to simplify and communicate financial or investment-related concepts to customers.
- Strong commercial mindset with a track record of working towards and achieving targets.
- High ownership and ability to independently manage a sales pipeline.
- Excellent follow-up and stakeholder-management skills.
- Customer-first approach with strong problem-solving abilities.
- Comfortable working in a fast-paced, high-growth environment.
- Strong interest in financial markets, investing, fintech, private markets, or wealth management is highly preferred.

📌 Business Development Executive (Mumbai)
🏢 Precize
📍 Mumbai