Role Summary:

You’ll drive proactive engagement—calling prospective leads, building relationships and converting potential candidates into clients or investors. Your foundational market knowledge and robust communication skills will empower you to effectively assess opportunities and support investment decisions on the buy-side.

Key Responsibilities:
Initiate, nurture, and convert leads via calls and outreach into potential clients or investors.
Present compelling investment ideas or candidate propositions to internal decision-makers.
Maintain ongoing relationships with leads and portfolio contacts, following up regularly.

Stay updated on market movements and thematic shifts that influence investment strategies

Technical & Analytical Skills:
Solid fundamentals in share market—able to interpret financial statements, macroeconomic indicators, equity trends
Proficient in tools like Excel, valuation models, financial modeling, and familiarity with platforms such as Bloomberg—preferred
Ability to conduct in-depth research, build financial models, and create investment insights





Communication & Interpersonal Abilities:
Excellent verbal and written communication—capable of calling leads, presenting ideas, and converting them effectively
Confident in outreach and capable of persuading and negotiating with clarity and conviction
Relationship builder—capable of engaging with investors, company representatives, and internal stakeholders

Behavioral Attributes:
Self-starter: Proactive, motivated to act first and take ownership of outcomes
Goal-oriented: Driven by targets and achieving conversion metrics.
Adaptable under pressure: Thrives in quick-paced, volume-driven environments.
Storyteller: Skilled in packaging ideas and data persuasively for diverse audiences.

Educational & Professional Qualifications:
Minimum: Bachelor’s degree in finance, economics, commerce, or a related field
Preferred: MBA or postgraduate degree
Exposure to financial modeling, equity markets, and research frameworks.

📌 Customer Support Gurugram
🏢 Planify
📍 Gurugram