Sales Associate

Role Summary

Location: Rohini, Delhi
Employment Type: Full-Time
Experience Required: 0.5-3 years in sales, investment advisory, or a related role
Commitment: Full time, Monday to Saturday
Start Date: Immediate

About OffLens Design

At OffLens (offlensdesign.com), we are a boutique design studio dedicated to supporting ambitious founders and entrepreneurs. Our expertise lies in creating exceptional designs that deliver measurable impact and drive revenue. As a key part of our early-stage team, youll contribute to exciting, meaningful projects while shaping the future of our brand.

Our Culture

At OffLens, we aim to foster a culture of excellence, autonomy, and personal growth. Were not just searching for contributors but winners who thrive in fast-paced environments. We value proactive, results-oriented individuals who take ownership and exceed expectations. Though we are a remote-first team, we maintain a blend of synchronous and asynchronous collaboration, ensuring flexibility and balance.

Our Client

UnlistedSharesIndia.com is a premier platform specializing in the trading of unlisted shares. Our mission is to connect investors with exclusive opportunities in the pre-IPO and private equity markets while ensuring a seamless and transparent experience. We are seeking a results-driven Investment Specialist to drive sales and foster strong client relationships.

Key Responsibilities

Selling Unlisted Shares

• Engage with HNIs, family offices, and VCs to present and sell approved unlisted shares.
• Highlight unique investment opportunities in pre-IPO companies and secondary market transactions of private firms.
• Educate clients on the benefits and growth potential of investing in unlisted shares.

Client Engagement

• Develop and maintain strong relationships with clients, understanding their investment goals and offering tailored solutions.
• Provide personalized financial advisory services to ensure investments align with clients portfolio objectives.
• Address and resolve client queries related to unlisted shares, ensuring a high level of customer satisfaction.

Portfolio Management

• Monitor the performance of unlisted companies and provide data-driven recommendations to clients.
• Regularly update clients on their portfolio performance and potential opportunities.
• Assist clients in diversifying their investments and optimizing their portfolios.

Market Development

• Identify and onboard new investors interested in unlisted shares.
• Stay updated on market trends, emerging opportunities, and regulatory changes within the unlisted shares sector.
• Participate in industry events, networking sessions, and client meetings to expand the investor base.

Compliance and Documentation

• Ensure all transactions comply with legal and regulatory guidelines.
• Maintain accurate records of client interactions, sales activities, and transaction documentation.
• Collaborate with internal teams to prepare and review due diligence documents and agreements.

Collaboration and Deal Structuring

• Work closely with the operations, marketing, and legal teams to structure and finalize deals.
• Partner with company founders and CFOs to understand valuation and funding requirements.
• Support the execution of transactions, including onboarding, payment processing, and post-deal services.

Skills and Qualifications

Education

• Graduate in any discipline (candidates with a background in finance or commerce preferred).
• MBA/PG in Finance, Marketing, or related fields is a plus.

Experience and Skills

• Minimum 0.5-3 years of experience in sales, investment advisory, or client relationship management.
• Excellent communication skills in English and Hindi (both verbal and written).
• Strong analytical skills, with experience in financial modeling and valuation preferred.
• Self-starter with a proactive attitude, target-driven mindset, and excellent problem-solving abilities.

Preferred Qualifications

• Experience in the financial sector, private equity, or similar domains.
• Knowledge of trading platforms and the unlisted shares ecosystem.

Why Join Us?

• Opportunity to work in a niche and rapidly growing market.
• Competitive salary with performance-based incentives.
• Training and development programs to enhance your skills.
• A collaborative and supportive work environment.