Planify Capital Limited
Website:
planify.in
Job details:
Company Description
Planify Capital Limited empowers investors to access India's unlisted private market, including PreIPO, SMEs, startups, and unicorns. With over 600+ opportunities and 95,000+ active participants, the platform facilitates diverse investment options supported by cutting-edge technology. Planify has successfully facilitated transactions exceeding ₹500 crore and enabled 34+ successful exits, demonstrating its robust performance with high returns. Backed by notable investors and a vision to simplify private investments, Planify offers comprehensive solutions ranging from fundraising to secondary exits, making it the go-to platform for private market investments in India.
Role Overview
We are looking for a dynamic Investment Advisor – Sales who will be responsible for advising clients on investment opportunities while driving sales and revenue growth. The candidate will build relationships with investors, understand their financial goals, and recommend suitable investment products.
Key Responsibilities
Client Acquisition & Sales
• Identify and onboard new clients through outbound calls, referrals, and networking.
• Pitch investment opportunities such as unlisted shares, pre-IPO deals, financial products, and AIFs.
• Achieve monthly and quarterly sales targets.
Investment Advisory
• Understand clients’ financial goals, risk appetite, and investment horizon.
• Recommend suitable investment opportunities aligned with client profiles.
• Provide regular updates on market trends and investment opportunities.
Client Relationship Management
• Build and maintain long-term relationships with investors.
• Ensure excellent client servicing and timely communication.
• Address client queries related to investments, documentation, and transactions.
Market Awareness
• Stay updated with market developments and new investment opportunities.
Share insights with clients to help them make informed investment decisions.
Click on Apply to know more.