Relationship Manager – Unlisted Shares

We are looking for a client-focused Relationship Manager with 3–5 years of experience in unlisted shares/private markets. The candidate should have strong market knowledge, excellent relationship management skills, and a proven sales mindset.

Key Responsibilities

- Advise clients on unlisted equity investment opportunities.
- Generate business through calls, referrals, networking, and existing clients.
- Build and maintain relationships with HNIs, UHNIs, investors, and channel partners.
- Understand client requirements and recommend suitable opportunities.
- Track market trends, company updates, and valuations.
- Maintain CRM records and achieve business targets.

Required Skills

- Strong knowledge of unlisted shares and private markets.
- Excellent communication, negotiation,



and presentation skills.
- Strong sales and relationship management abilities.
- Target-oriented and self-motivated.
- Proficiency in Excel, PowerPoint, and CRM tools.

Preferred Profile

- 3–5 years of experience in unlisted shares, wealth management, broking, or investment advisory.
- Experience handling HNIs/UHNIs and investors.
- Solid financial market awareness.
- Ability to work independently and achieve targets.

Key Competencies

- Client Relationship Management
- Sales & Business Development
- Investment Advisory
- Market Research
- Negotiation & Closing
- Communication Skills
- Target Orientation

📌 Relationship Manager- Unlisted shares (Gurugram)
🏢 Planify Capital
📍 Gurugram