Locations:
Gurugram

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 recent opportunities, and manage end-to-end investment journeys in the fast-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 p

📌 Wealth Manager (Gurugram)
🏢 Stockify
📍 Gurugram