Sales Consultant – B2C

Location: Bengaluru

Sales Consultant – B2C

Location:

Bengaluru

Experience:

2–3 years
Company:  Stockify Fintech Pvt. Ltd.
Department:  Sales & Client Acquisition
Salary:  ₹3.5

LPA + 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 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