Sales executive - unlisted & pre-ipo investments

<p> Sales Executive – Unlisted &amp; Pre-IPO Investments </p> <p> Location: J P Nagar Phase 5, Bengaluru </p> <p> Experience: 2–3 years </p> <p> Company: Stockify Fintech Pvt. Ltd. </p> <p> Department: Sales &amp; Client Acquisition </p> <p> Salary: 3-3.5 lakhs CTC </p> <p> Positions: 3 </p> <p> About the Role </p> <p> 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. </p> <p> 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. </p> <p> Key Responsibilities Handle inbound leads via Whats App, 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 </p><p> 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 </p><p> What You Get Exposure to unlisted shares &amp; pre-IPO investment ecosystem High growth sales role with direct revenue impact Opportunity to work with serious investors &amp; HNIs Performance-driven incentives + bonus structure </p> <p></p> <p></p>