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VP Sales -Unlisted Market

Actively Reviewing the Applications

Planify Capital Limited

India, Haryana, Gurugram Full-Time INR 8–10 LPA
Posted 1 day ago Apply by July 2, 2026

Job Description

We are looking for an experienced and result-oriented Vice President – Sales for the Unlisted Market segment. The role will be responsible for driving revenue growth, leading high-value client acquisition, building strategic partnerships, managing large-ticket transactions, and strengthening the company’s position in the unlisted shares and pre-IPO market.

The ideal candidate should possess strong knowledge of unlisted equities, startup investments, pre-IPO opportunities, ESOP liquidity, PMS/AIF products, and HNI/UHNI investor behavior.

Key ResponsibilitiesSales & Revenue Growth

  • Drive overall sales strategy and business growth for the unlisted market segment.
  • Build and execute quarterly and annual revenue plans.
  • Generate high-value business from HNI, UHNI, Family Offices, Wealth Managers, Brokers, and Institutional Investors.
  • Lead large-ticket transactions in unlisted shares, pre-IPO opportunities, and alternate investment products.
  • Identify new revenue opportunities across sectors and investor categories.
  • Ensure achievement of monthly, quarterly, and annual sales targets.

Client Acquisition & Relationship Management

  • Build strong relationships with HNIs, UHNIs, founders, CXOs, startup promoters, wealth managers, and family offices.
  • Develop and maintain a strong pipeline of potential investors and clients.
  • Conduct meetings, presentations, and investment discussions with prospective clients.
  • Ensure high client retention and repeat business through relationship-driven sales.
  • Handle key strategic accounts and large investors personally.

Team Leadership

  • Lead, mentor, and manage the sales team handling unlisted market products.
  • Define KPIs, targets, and performance standards for the team.
  • Conduct regular sales reviews, pipeline discussions, and coaching sessions.
  • Build a high-performance culture focused on revenue generation, compliance, and customer experience.
  • Support hiring, onboarding, and capability building of the sales team.

Business Development & Strategic Partnerships

  • Develop partnerships with wealth management firms, brokers, RIAs, distributors, startup networks, and investor communities.
  • Explore tie-ups with financial institutions, family offices, and channel partners.
  • Identify new business channels and geographic markets for expansion.
  • Work closely with marketing and product teams to launch campaigns and investor engagement initiatives.

Market Intelligence & Product Knowledge

  • Stay updated on unlisted market trends, startup valuations, IPO pipeline, regulatory updates, and investor sentiment.
  • Maintain strong understanding of key unlisted companies, sectors, and investment opportunities.
  • Provide market feedback to management on client expectations, pricing trends, and competitor activities.
  • Track performance of listed peers and future IPO candidates.

Compliance & Process Management

  • Ensure all sales activities comply with company policies, SEBI guidelines, and internal risk controls.
  • Maintain proper documentation, investor records, and transaction tracking.
  • Ensure timely closure of deals and adherence to defined TATs.
  • Work with legal, operations, finance, and compliance teams for smooth execution of transactions.

Skills: investors,sales,revenue,partnerships,investment
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