Locations: Mumbai

Experience: 3–5 years

Industry: Wealth Management

Company: Stockify Fintech About the Role Stockify is expanding its private-market advisory team and is looking for experienced Wealth Managers who understand unlisted shares, pre-IPO opportunities, and alternative investments. You’ll advise clients, identify new opportunities, and manage end-to-end investment journeys in the rapid-growing private markets ecosystem. This role is ideal for someone who is client-driven, market-aware, and comfortable working with high-value investors.

Key Responsibilities

● Advise clients on unlisted shares, pre-IPO deals, and private market opportunities

● Manage and grow a portfolio of HNI and retail investors

● Conduct research on private companies, valuations, deals and market trends

● Understand client risk profiles and recommend suitable investment opportunities

● Handle end-to-end investment processes: onboarding, documentation, payments, and share transfers

● Maintain strong relationships through regular portfolio reviews and follow-ups

● Collaborate with internal teams to ensure smooth transaction execution

● Acquire new clients through networking, references, and outreach

Requirements





● Bachelor’s degree required; MBA/Finance/CA qualification preferred

● 3–5 years of experience in wealth management, broking, investment advisory, or private markets

● Strong understanding of equity markets, unlisted shares, and investment products

● Excellent communication and relationship-building skills

● Ability to analyse financial data and simplify investment concepts for clients

● Comfortable with targets, client acquisition, and revenue responsibility

Preferred Background

● Prior experience handling HNI or UHNI clients

● Exposure to private markets, PMS, AIFs, or investment banking

● Strong network within banking, broking, or wealth management circles

What We Offer

● Attractive compensation (Upto ₹7-₹7.5LPA) with incentives

● Fast-growing organisation in the private-market investing space

● Opportunity to work with unique and high-demand products

● Strong learning and growth environment

● ESOPs for high, subject to management discretion and Incentives (4-5X) for high performers

Pay: ₹55,000.00 - ₹58,000.00 per month

Work Location: In person

📌 Wealth Manager (India)
🏢 CD INFOTECH PVT.LTD
📍 India