Planify Capital Limited
Website:
planify.in
Job details:
Wealth Manager – Unlisted Shares
We are looking for a
client-focused Wealth Manager with
3–5 years of experience in unlisted shares/private markets. The candidate should have strong market knowledge, excellent relationship management skills, and a proven sales mindset.
Key Responsibilities
- Advise clients on unlisted equity investment opportunities.
- Generate business through calls, referrals, networking, and existing clients.
- Build and maintain relationships with HNIs, UHNIs, investors, and channel partners.
- Understand client requirements and recommend suitable opportunities.
- Track market trends, company updates, and valuations.
- Maintain CRM records and achieve business targets.
Required Skills
- Strong knowledge of unlisted shares and private markets.
- Excellent communication, negotiation, and presentation skills.
- Strong sales and relationship management abilities.
- Target-oriented and self-motivated.
- Proficiency in Excel, PowerPoint, and CRM tools.
Preferred Profile
- 3–5 years of experience in unlisted shares, wealth management, broking, or investment advisory.
- Experience handling HNIs/UHNIs and investors.
- Strong financial market awareness.
- Ability to work independently and achieve targets.
Key Competencies
- Client Relationship Management
- Sales & Business Development
- Investment Advisory
- Market Research
- Negotiation & Closing
- Communication Skills
- Target Orientation
Skills: shares,sales,investment advisory,investment,wealth,communication,b2c,management
Click on Apply to know more.
