Sales Consultant – B2C
Stockify · Mumbai, India
FULL TIME
Job Description
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 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
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 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
Details
| Company | Stockify |
| Location | Mumbai, India |
| Type | FULL TIME |
| Niche | general |