Wealth Manager / Senior Wealth Manager

Planify Capital Limited; Gurugram District; On-site; INR 900,000 - 1,500,000; Full time

Job summary

Planify Capital Limited is seeking an experienced Wealth Manager to convert leads into business and manage investor relationships. You will support financial communication strategies and build lasting ties with high-net-worth individuals and institutional investors.

The role focuses on communicating performance, market trends, and developments to stakeholders while collaborating with internal teams to meet investor needs. Strong analytical and interpersonal skills are essential.

Qualifications

• Postgraduate degree in Finance or Economics or a related field.
• Proven experience in investor relations or financial services.
• Strong understanding of financial statements, capital markets and investment principles.
• Excellent communication and interpersonal skills with ability to present complex financial information.
• Ability to convert leads into tangible business opportunities.
• Strong analytical and problem-solving skills.

Responsibilities

• Convert potential investor leads into business by building strong, trust-based relationships.
• Communicate financial performance, market trends, and business developments to investors.
• Respond to investor inquiries and maintain regular communication to build long-term relationships.
• Collaborate with internal teams to ensure investor needs are addressed effectively.
• Monitor investor feedback and report insights to the management team.
• Stay updated on industry trends, market dynamics, and the financial landscape to enhance investor relations.

Skills

Lead conversion

Investor relations

Communication

Analytical skills

Client engagement

Education

Postgraduate in Finance

Job description

We are looking for an experienced Wealth Manager to join our team.

The primary responsibility of this role is to convert leads into business opportunities, effectively manage relationships with investors, and support financial communication strategies.

You will be key in building and maintaining positive relationships with high-net-worth individuals and institutional investors.

Key Responsibilities:

• Convert potential investor leads into business by building strong, trust-based relationships.
• Communicate financial performance, market trends, and business developments to investors.
• Respond to investor inquiries and maintain regular communication to build long-term relationships.
• Collaborate with internal teams to ensure investor needs are addressed effectively.
• Monitor investor feedback and report insights to the management team.
• Stay updated on industry trends, market dynamics, and the financial landscape to enhance investor relations.

Qualifications:

• Postgraduate degree in Finance, Business, Economics, or a related field.
• Proven experience in investor relations, financial services, or a related industry.
• Strong understanding of financial statements, capital markets, and investment principles.
• Excellent communication and interpersonal skills, with the ability to present complex financial information.
• Ability to convert leads into tangible business opportunities.
• Strong analytical and problem-solving skills.

Preferred Skills:

• Experience in client engagement and lead generation.
• Familiarity with investment instruments, market trends, and financial compliance.
• Must have good understanding of share market Trends
• Must have prior Exp in Client communication & Client Handling