Planify Capital

5 days ago

Gurugram, India Planify capital limited Full time

- Identify, evaluate, and execute buy-side investment opportunities across unlisted/pre-IPO, private equity, and alternative investment products.- Build and maintain strong relationships with HNIs, UHNIs, family offices, and institutional investors.- Drive end-to-end deal execution, including due diligence, financial modeling, valuation, and negotiations.- Achieve revenue targets through direct sales and client acquisition.- Present investment strategies and opportunities to clients with strong financial reasoning.- Conduct market research, competitor analysis, and prepare investment notes for internal and client presentations.- Collaborate with internal teams for seamless execution but remain primarily an IC (Individual Contributor) role.- Ensure compliance with regulatory guidelines and internal investment policies. Key Requirements:- Minimum 10 years of experience in the financial services industry (buy-side, wealth management, investment banking, private equity, or asset management).- Strong track record in client acquisition and sales in financial products.- Deep understanding of financial modeling, valuations, deal structuring, and investment analysis.- Proven ability to independently source and close deals.- Excellent communication, negotiation, and relationship management skills.- CFA/MBA (Finance) preferred but not mandatory. (ref:iimjobs.com)

  • Planify Capital

    3 weeks ago

    Gurugram, India Planify capital limited Full time

    Lead and grow a high-performing wealth management team, delivering strategic, personalized investment advisory services to High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs).Responsible for building, preserving, and transferring client wealth across multiple asset classes, including mutual funds (MFs), alternative investment funds...

  • Planify Capital

    3 weeks ago

    Gurugram, India Planify capital limited Full time

    We are an innovative fintech company looking to expand our digital presence and enhance our brand engagement across multiple channels.We are seeking a skilled and experienced Social Media Manager to lead our social media strategies and email marketing initiatives.Job Responsibilities:- Develop and implement comprehensive social media strategies to increase...

  • Planify Capital

    3 weeks ago

    Gurugram, India Planify capital limited Full time

    - Develop, implement, and optimize online marketing strategies with a strong focus on email marketing and WhatsApp marketing- The ideal candidate should have experience in running targeted campaigns, increasing engagement, and driving conversions through these channels.- Develop and execute email marketing campaigns, including list segmentation, content...

  • Planify Capital

    3 weeks ago

    Gurugram, India Planify capital limited Full time

    Digital Marketing ManagerWe are looking for a skilled Digital Marketing Manager to develop, implement, and optimize online marketing strategies with a strong focus on email marketing and WhatsApp marketing.The ideal candidate should have experience in running targeted campaigns, increasing engagement, and driving conversions through these Develop and...

  • Planify Capital

    5 days ago

    Gurugram, India Planify capital limited Full time

    seek a dynamic Equity-Focused Financial Analyst with strong experience in analyzing PMS, AIFs, and Mutual Funds.Youll conduct deep equity research, build and maintain financial models, perform fundamental & technical due diligence, and produce insightful reports to support investment decisions.Key Responsibilities:Equity Research & Investment Analysis:-...

  • Planify Capital

    5 days ago

    Gurugram, India Planify capital limited Full time

    Key Responsibilities:- Develop, implement and manage comprehensive SEO strategies covering off-page, on-page, and technical SEO to improve search engine rankings, increase organic traffic, and maximize online visibility.- Conduct regular SEO audits and optimize website content, structure, metadata, and internal linking to ensure best practices.- Manage and...

  • Assistant to Vice President Sales

    4 weeks ago

    Gurugram, Gurugram, India Planify Capital Limited Full time

    Job Description Lead and grow a high-performing wealth management team, delivering strategic, personalized investment advisory services to High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs). Responsible for building, preserving, and transferring client wealth across multiple asset classes, including mutual funds (MFs),...

  • Assistant to Vice President Sales

    3 weeks ago

    Gurugram, India Planify Capital Limited Full time

    Lead and grow a high-performing wealth management team, delivering strategic, personalized investment advisory services to High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs). Responsible for building, preserving, and transferring client wealth across multiple asset classes, including mutual funds (MFs), alternative investment...

  • Assistant to Vice President Sales

    3 weeks ago

    Gurugram, India Planify Capital Limited Full time

    Lead and grow a high-performing wealth management team, delivering strategic, personalized investment advisory services to High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs). Responsible for building, preserving, and transferring client wealth across multiple asset classes, including mutual funds (MFs), alternative investment...

  • Assistant to Vice President Sales

    3 weeks ago

    Gurugram, India Planify Capital Limited Full time

    Lead and grow a high-performing wealth management team, delivering strategic, personalized investment advisory services to High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs). Responsible for building, preserving, and transferring client wealth across multiple asset classes, including mutual funds (MFs), alternative investment...