Wealth Manager– Unlisted Shares

Planify Capital Limited; Gurugram District; On-site; INR 1,500,000 - 2,500,000; Full time

Job summary

Planify Capital Limited is seeking a client-focused Wealth Manager specializing in unlisted shares and private markets. The role demands 3–5 years of experience, excellent relationship management, and a proven sales mindset to grow business with HNIs/UHNIs and investors.

You will advise on investment opportunities, track market trends, and maintain CRM records while hitting aggressive targets. Strong communication and presentation skills are essential for client engagements and referrals.

Qualifications

• 3–5 years of experience in unlisted shares/private markets.
• Strong market knowledge and client-focused approach.
• Proven sales mindset with ability to generate business.
• Excellent communication, negotiation, and presentation skills.

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 partners.
• Understand client requirements and recommend suitable opportunities.
• Track market trends, company updates, and valuations.
• Maintain CRM records and achieve targets.

Skills

Unlisted shares

Private markets

Communication skills

Negotiation

Presentation

Sales

Relationship management

Target orientation

CRM tools

Excel

PowerPoint

CRM

Tools

CRM tools

Excel

PowerPoint

Job description

Strong financial market awareness.

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

• 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: shares,sales,investment advisory,investment,wealth,communication,b2c,management