Sales Consultant – B2C

Stockify; Bengaluru; On-site; INR 350,000 - 525,000; Full time

Benefits offered by this job

Performance bonus

Incentives

Challenging growth role

Job summary

Stockify in Bengaluru is seeking a Sales Executive to engage with investors, convert high-intent leads, and drive transactions in unlisted and pre-IPO shares. This revenue-focused, client-facing role will interact with HNIs and retail investors, guiding them through opportunities and closing deals.

You will handle inbound leads via WhatsApp, calls, and email; understand requirements; recommend unlisted opportunities; coordinate with operations to ensure smooth trade execution; and nurture

Qualifications

• 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).

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.

Skills

Sales

Investor relations

Financial products

Communication

Lead conversion

Education

Commerce/finance background

Job description

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