Sales Consultant – B2C
Location:

Bengaluru
Experience:

2–3 years
Company:

Stockify Fintech Pvt. Ltd.
Department:

Sales & Client Acquisition
Salary:

₹3.5LPA + Yearly Bonus (Upto 6 months)

Positions: 3

About the Role
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.

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
Solid 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

direct revenue impact
Opportunity to work with

serious investors & HNIs
Performance-driven incentives + bonus structure

📌 Sales Consultant –C (Vasanth Nagar)
🏢 Stockify
📍 Vasanth Nagar