Sales executive – unlisted & pre-ipo investments

Sales Executive – Unlisted & Pre-IPO Investments

Location: J P Nagar Phase 5, Bengaluru

Experience: 2–3 years

Company: Stockify Fintech Pvt. Ltd.

Department: Sales & Client Acquisition

Salary: 3-3.5 lakhs CTC

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 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

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 direct revenue impact Opportunity to work with serious investors & HNIs Performance-driven incentives + bonus structure