Equity Advisor

Role Overview: You will be joining Planify as an Investment Banking professional focusing on the Sell Side, catering to high-net-worth individuals by providing Pre-IPO and startup investment advice. Your role will involve guiding clients on wealth management efficiently, particularly in the startup funding and private equity space. You should be passionate about offering the best investment opportunities to investors in these areas. Key Responsibilities: - Make independent, well-informed decisions regarding the Private Investments portfolio, especially in Private Equity. - Reach out to HNI Clients, Family offices, and VC's to encourage investments in approved startups and facilitate secondary sales of private firms. - Maintain portfolio quality by regularly interacting with each assigned relationship and upholding desired relationship values. - Provide financial planning and investment advisory services to HNI/NRI clients by analyzing their needs and suggesting suitable products. - Monitor existing Private Investments through regular meetings and calls with managers, reviewing performance reports, and other correspondence. - Develop strategies to identify and engage new potential investors. - Collaborate with founders and CFOs to assist in equity restructuring and fundraising activities. Qualifications/Skills: - Minimum 3 years of experience in the relevant field. - Post-graduation in any field is mandatory. - Strong understanding of Capital/Stock Markets and Fund Raising including IPOs. - Proficiency in valuation, modeling, and financial forecasting. - Excellent communication skills with a growth-oriented attitude. - Strong analytical capabilities. - Self-starter, proactive, and target-oriented individual. - Exceptional networking and relationship-building skills. - Organized, customer-service oriented, and committed to achieving top results consistently. Please note that the salary for this position is open and includes a CTC ranging from 4-9 LPA, along with incentives, perks, and benefits.,