dentify, connect, and build relationships with HNIs, retail investors, and wealth managers interested in unlisted shares.
• Pitch investment opportunities and explain the risk-reward profile of pre-IPO companies.
• Maintain and update client databases using CRM tools.
• Handle end-to-end sales cycle – from lead generation to deal closure.
• Coordinate with the research and operations team for share availability, pricing, and settlements.
• Achieve monthly and quarterly sales targets.
• Stay updated on market trends, IPO pipeline, and valuation updates.
• Represent Digital Wealth in investor meets, webinars, and client discussions.
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Requirements
• Bachelor’s degree in Finance, Business, or related field.
• 1–5 years of experience in financial product sales (mutual funds, PMS, AIFs, insurance, or unlisted shares preferred).
• Strong communication, persuasion, and negotiation skills.
• Knowledge of equity markets, startup ecosystem, and IPO process.
• Proactive, target-driven, and able to work independently.