Relationship Manager- Unlisted shares

Planify Capital Limited; Gurugram District; On-site; INR 600,000 - 1,100,000; Full time

Job summary

Planify Capital Limited in India is seeking a client-focused Relationship Manager with 3–5 years of experience in unlisted shares/private markets to advise HNIs and investors on opportunities.

The role requires strong market knowledge, relationship management, and a sales mindset to generate business through referrals, networking and existing clients, while maintaining CRM records and meeting targets.

Qualifications

• 3–5 years in unlisted shares or private markets.
• Strong communication, negotiation and presentation skills.
• Experience with HNIs/UHNIs and investors preferred.

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.

Skills

Unlisted Shares

Relationship Management

Sales Mindset

Communication Skills

Negotiation

Presentation Skills

Target Orientation

Self-motivation

Tools

CRM Tools

Excel

PowerPoint

Job description

• Strong financial market awareness.

Relationship Manager – Unlisted Shares

We are looking for a client-focused Relationship 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: sales,shares,crm,investment advisory