Planify Capital Limited
Website:
planify.in
Job details:
We are looking for a high-performing sales professional to drive revenue through the sale of unlisted equity / pre-IPO investment opportunities to HNIs, UHNIs, family offices, and corporate investors. The role requires strong capital market knowledge, relationship management skills, and a target-driven mindset.
🔑 Key Responsibilities 1️⃣ Revenue Generation
- Drive sales of unlisted equity / pre-IPO investment opportunities.
- Achieve monthly & quarterly revenue targets.
- Cross-sell other investment products where relevant.
2️⃣ Client Acquisition & Relationship Management
- Acquire new HNI/UHNI clients through references, networking, and database mining.
- Build long-term advisory relationships.
- Conduct investment discussions and portfolio reviews.
3️⃣ Market Intelligence & Product Positioning
- Stay updated on private market trends and pre-IPO opportunities.
- Present investment opportunities with detailed financial insights.
- Coordinate with research and product teams for pitch decks and updates.
Skills: pre-ipo,sales,revenue,investment
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