Wealth Manager Unlisted Shares
Planify · Gurugram · onsite · Posted 65d ago
Not disclosed3–5 yrsfulltimeSourced from
About a minute. You'll make an account on the way through.
About this role
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
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.
- 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.
- 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.
- Client Relationship Management
- Sales & Business Development
- Investment Advisory
- Market Research
- Negotiation & Closing
- Communication Skills
- Target Orientation
Sourced from foundit
Skills
Powerpointunlisted sharesprivate marketsCRM Toolsexcel
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
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