Customer Support Professional
Planify · Gurugram · onsite · Posted 34d ago
Undisclosed0–4 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
Role Summary:
You ll drive proactive engagement-calling prospective leads, building relationships and converting potential candidates into clients or investors. Your foundational market knowledge and strong communication skills will empower you to effectively assess opportunities and support investment decisions on the buy-side.
Key Responsibilities:
- Initiate, nurture, and convert leads via calls and outreach into potential clients or investors.
- Present compelling investment ideas or candidate propositions to internal decision-makers.
- Maintain ongoing relationships with leads and portfolio contacts, following up regularly.
- Stay updated on market movements and thematic shifts that influence investment strategies
Technical & Analytical Skills:
- Strong fundamentals in share market-able to interpret financial statements, macroeconomic indicators, equity trends
- Proficient in tools like Excel, valuation models, financial modeling, and familiarity with platforms such as Bloomberg-preferred
- Ability to conduct in-depth research, build financial models, and create investment insights
Communication & Interpersonal Abilities:
- Excellent verbal and written communication-capable of calling leads, presenting ideas, and converting them effectively
- Confident in outreach and capable of persuading and negotiating with clarity and conviction
- Relationship builder-capable of engaging with investors, company representatives, and internal stakeholders
Behavioral Attributes:
- Self-starter: Proactive, motivated to act first and take ownership of outcomes
- Goal-oriented: Driven by targets and achieving conversion metrics.
- Adaptable under pressure: Thrives in fast-paced, volume-driven environments.
- Storyteller: Skilled in packaging ideas and data persuasively for diverse audiences.
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
Customer Supportanalytical thinkingPackagingrelationshipFinancial ModellingBloombergInvestment StrategiesFinancial StatementsShare MarketInvestment
About Planify
Planify
Financial Services
Gurugram
IN
₹5.2L PA avg
Avg at Planify
About
Planify is a financial services platform focused on private equity and investment opportunities in India. It provides access to unlisted shares, startup investments, and alternative investment funds, helping investors diversify portfolios. With SEBI registration and licenses, Planify bridges the gap between investors and emerging businesses, offering research-driven insights and structured investment solutions.
Industries
Financial ServicesFinTechInsuranceWealth Management
Employee ratings
10 reviews
4.1/ 5
Culture
5.0
Career growth
4.8
Work-life
4.7
Employees rate it well for
Skill Development42Company Culture41
Find them on