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Planify Capital Limited Logo

Investment Advisor

Actively Reviewing the Applications

Planify Capital Limited

India, Haryana, Gurugram Full-Time On-site INR 4–6 LPA
Posted 2 days ago • Apply by June 7, 2026

Job Description

About The Company

Planify Capital is a fast-growing investment platform providing access to curated investment opportunities including unlisted shares, pre-IPO investments, and alternative assets. We aim to help investors build long-term wealth through informed and strategic investment decisions.

Role Overview

We are looking for a dynamic Investment Advisor – Sales who will be responsible for advising clients on investment opportunities while driving sales and revenue growth. The candidate will build relationships with investors, understand their financial goals, and recommend suitable investment products.

Key Responsibilities

Client Acquisition & Sales

  • Identify and onboard new clients through outbound calls, referrals, and networking.
  • Pitch investment opportunities such as unlisted shares, pre-IPO deals, and other financial products.
  • Achieve monthly and quarterly sales targets.

Investment Advisory

  • Understand clients’ financial goals, risk appetite, and investment horizon.
  • Recommend suitable investment opportunities aligned with client profiles.
  • Provide regular updates on market trends and investment opportunities.

Client Relationship Management

  • Build and maintain long-term relationships with investors.
  • Ensure excellent client servicing and timely communication.
  • Address client queries related to investments, documentation, and transactions.

Market Awareness

  • Stay updated with market developments and new investment opportunities.
  • Share insights with clients to help them make informed investment decisions.

Skills: pre-ipo,shares,investment,investors,sales

Required Skills

Sales
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