Regional Sales Manager

2 days ago

Gurgaon, Haryana, India Planify Capital Limited Full time ₹ 15,00,000 - ₹ 28,00,000 per year
  • 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.

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