Financial Advisor

7 days ago

Gurgaon, Haryana, India Planify Capital Limited Full time US$ 60,000 - US$ 1,20,000 per year

You'll drive proactive engagement—calling prospective leads, building relationships and converting potential candidates into clients or investors. Your foundational market knowledge and strong communication skills will empower you to effectively assess opportunities and support investment decisions on the buy-side.

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Educational & Professional Qualifications

  • Minimum: Bachelor's degree in Finance, Economics, Commerce, or a related field
  • Preferred: MBA or any post graduate degree
  • Exposure to financial modeling, equity markets, and research frameworks.

______________

Technical & Analytical Skills

  • Strong fundamentals in share market—able to interpret financial statements, macroeconomic indicators, equity trends
  • Proficient in tools like Excel, valuation models, financial modeling, and familiarity with platforms such as Bloomberg—preferred
  • Ability to conduct in-depth research, build financial models, and create investment insights

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Communication & Interpersonal Abilities

  • Excellent verbal and written communication—capable of calling leads, presenting ideas, and converting them effectively
  • Confident in outreach and capable of persuading and negotiating with clarity and conviction
  • Relationship builder—capable of engaging with investors, company representatives, and internal stakeholders

______________

Behavioral Attributes

  • Self-starter: Proactive, motivated to act first and take ownership of outcomes
  • Goal-oriented: Driven by targets and achieving conversion metrics.
  • Adaptable under pressure: Thrives in fast-paced, volume-driven environments.
  • Storyteller: Skilled in packaging ideas and data persuasively for diverse audiences.

______________

Key Responsibilities

  • Initiate, nurture, and convert leads via calls and outreach into potential clients or investors.
  • Present compelling investment ideas or candidate propositions to internal decision-makers.
  • Maintain ongoing relationships with leads and portfolio contacts, following up regularly.
  • Stay updated on market movements and thematic shifts that influence investment or recruitment strategies

Skills: communication,investors,outreach,cold calling

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