Private Market Investment Specialist

Planify Capital Limited
Department Icon Investment Banking, Private Equity & VC
118+ Applicants
Posted: 1 month ago
2-6 years
Gurugram, Haryana
work from office
Posted: 1 month ago
|
Applicants: 118+
Job Description
Similar Jobs
Please verify your account first! Send OTP

Please click on the Apply to verify the status of jobs posted more than 15 days ago, as they may have expired. Similar Jobs

Job Description

We are looking for a highly driven and knowledgeable professional with hands-on experience in pre-IPO investment advisory. The role involves advising HNI/UHNI clients on investment opportunities in the unlisted market and driving revenue through strategic deal closures.
Key Responsibilities
  • Advise clients on unlisted / pre-IPO investment opportunities (e.g., NSE, OYO, etc.)
  • Build and manage a portfolio of HNI/UHNI clients
  • Free Workshop
    Generate leads through personal networks, referrals, and market outreach
  • Execute end-to-end deal cycles: pitching → negotiation → closure
  • Stay updated on private market trends, valuations, and regulatory changes
  • Coordinate with internal research and compliance teams
  • Achieve monthly revenue and client acquisition targets
  • 2–6 years of experience in:

    • Looking to get Placed? Try our Placement Guarantee Plan

    • Unlisted shares / Pre-IPO sales OR
    • PMS / AIF / Wealth Management (investment side only)
  • Strong existing network of HNI/UHNI clients
  • Proven track record in high-ticket deal closures
  • Excellent understanding of financial markets & valuation basics
Skills: aif,investment,financial markets,closure,pre-ipo,investment advisory,hni,revenue,ipo,closures

Skills

Investment AdvisoryPmsAcquisitionInvestment OpportunitiesFinancial MarketsValuationWealth Management

If an employer asks you to pay any kind of fee, please notify us immediately. Jobaaj does not charge any fee from the applicants and we do not allow other companies also to do so.

Important dates & deadlines?

Application Deadline

23 Jun 26, 06:22 PM IST

Similar Jobs

View All
Landing Job Banner
Bag Logo
Jobaaj
Don't Miss out any Updates

Subscribe now for the latest job alerts
and never miss an update

Job Alert
Google hiring for Specific Roles Apply Now!
1 min ago
New Opportunity
Amazon is hiring freshers Apply Now!
5 min ago
Featured Jobs
Microsoft opening 50+ positions Apply Now!
10 min ago

Private Market Investment Specialist

Planify Capital Limited

Share with