Planify capital s a leading platform focused on the unlisted shares and pre-IPO investment ecosystem. We are on a mission to simplify investing in private markets through data-backed insights, educational content, and real-time updates. We're now building our media presence through engaging video content—and we need a passionate finance-savvy anchor to lead the charge.Role Overview:We are looking for a dynamic and camera-confident Video Anchor with a strong background in finance. The ideal candidate should be able to break down complex financial concepts, market trends, and company data into easy-to-understand and engaging video content—especially around unlisted shares, pre-IPO companies, and financial news.Key Responsibilities:Anchor and present short-form and long-form videos on financial topics, unlisted shares, company analyses, and market trendsCollaborate with research and content teams to prepare scripts and talking pointsConduct interviews with finance experts, startup founders, and investorsTranslate complex financial data and concepts into layman's termsRecord, host, and occasionally go live on digital platforms (YouTube, LinkedIn, Instagram, etc.)Stay updated on developments in the unlisted markets and finance worldBring creative ideas for formats like explainers, news breakdowns, myth-busting, and weekly roundupsMust-Have Qualifications & Skills:CFA / CA / MBA (Finance) or equivalent qualification with a solid understanding of financial marketsStrong communication and presentation skillsCamera confidence with natural on-screen presencePassion for financial education and simplifying finance for everyday investorsFluent in English and Hindi (multilingual is a plus)Understanding of startup ecosystem and unlisted equity is an advantageAbility to work in a fast-paced, deadline-driven environmentPreferred:Prior experience in content creation, video anchoring, podcasting, or journalism (finance-focused)Knowledge of unlisted markets and private equityFamiliarity with content tools like teleprompters, video editing basics, YouTube SEO, etc.Exposure to India’s booming private market spaceCompetitive salary + performance incentives

Planify is a forward-thinking company dedicated to providing exceptional financial services. We prioritize client satisfaction and strive to build lasting relationships through efficient processes and clear communication. Position Overview We are looking for a motivated and detail-oriented Client Onboarding Specialist to join our team. The ideal candidate will have experience in account opening, KYC updates, and client onboarding processes, and will hold an MBA in Finance or an M.Com. This role is essential for ensuring a smooth onboarding experience for our clients. Key Responsibilities Account Opening: Manage the end-to-end account opening process for new clients. Ensure all required documentation is collected and verified accurately. KYC Compliance: Conduct KYC updates and ensure compliance with regulatory requirements. Maintain accurate records of client information and documentation. Client Onboarding: Facilitate a seamless onboarding experience for clients, providing guidance and support throughout the process. Collaborate with internal teams to ensure timely activation of client accounts. Communication: Serve as the primary point of contact for clients during the onboarding phase. Address client inquiries and provide timely updates on account status. Process Improvement: Identify opportunities for process enhancements and contribute to the development of onboarding best practices. Qualifications Bachelor’s degree in Finance, Business, or a related field; MBA in Finance or M.Com preferred. 1-3 years of experience in client onboarding, KYC, or account management. Strong understanding of regulatory compliance and financial services. Excellent attention to detail and organizational skills. Exceptional communication and interpersonal abilities. Ability to work under pressure and meet tight deadlines. Proficient in MS Office and experience with CRM systems. Skills: kyc,documentation,client onboarding,client onboarding processes,regulatory compliance,process improvement,kyc compliance,crm systems,account opening,financial services,finance,mba in finance,communication,kyc updates,onboarding,ms office,account management Show more Show less

We are looking for a talented Video Editor with a strong focus on character animation, 2D animation, and motion graphics to join our creative team. The ideal candidate should have hands-on experience in creating compelling animated visuals that engage audiences, tell a story, and bring characters to life. You’ll work closely with our content and marketing teams to create high-quality video content for various platforms. Key Responsibilities Collaborate with the content and design teams to understand project requirements and timelines. Create and edit animated videos with a focus on character animation, storytelling, and impactful visuals. Develop 2D animation and motion graphics that align with brand guidelines and project objectives. Incorporate feedback from team members to finalize animations and ensure high standards of quality. Experience in Handling camera equipment and operating video cameras effectively to capture high-quality footage for animated sequences, as required. Optimize video files and formats for various social media and digital platforms. Stay updated with industry trends and new animation techniques. Skills & Qualifications Experience: Minimum 2+ years in video editing with a specialization in character animation, 2D animation, and motion graphics. Preferred Qualifications: Bachelor’s degree in Animation, Visual Arts, Film Production, or a related field. Technical Skills: Proficiency in video editing software such as Adobe Premiere Pro and Final Cut Pro. Strong knowledge of Adobe Illustrator and Photoshop for asset creation. Familiarity with color grading, audio editing, and post-production techniques. Portfolio: A portfolio showcasing character animations, 2D animations, and motion graphics work is required. Skills: graphics,motion graphics,adobe,adobe premiere pro,final cut pro,editing,post-production techniques,video editing,color grading,animation,2d animation,audio editing,video,adobe illustrator,adobe photoshop,character animation Show more Show less

We are seeking a highly skilled and motivated Equity Research Financial Analyst with expertise in fund management, due diligence, equity research , auditing , and accounting . The ideal candidate will have over 2+ years of experience working in asset allocation, financial analysis, and portfolio management, with a deep understanding of both Indian and global financial markets. The role involves contributing to investment decisions across various asset classes (Equities, Fixed Income, Currencies, and Commodities) and managing a diverse fund portfolio. You will be responsible for providing insights on market trends, identifying investment opportunities, and supporting the overall fund strategy. Key Responsibilities Investment Analysis & Decision Making: Conduct in-depth fundamental analysis and evaluate financial statements to support investment decisions across various asset classes (Equities, Fixed Income, Commodities, Currencies) in Indian and global exchanges. Industry & Sector Research: Perform industry, sector, and sub-sector analysis to identify market trends, opportunities, and risks. Utilise advanced research tools to generate actionable insights for the fund’s investment strategies. Portfolio Management: Lead the rebalancing and restructuring process of fund portfolios, ensuring proper allocation based on the client’s risk appetite and market conditions. Monitor and assess fund performance relative to established benchmarks. Investment Opportunities Screening: Screen and evaluate investment opportunities across various asset classes to generate new trade ideas and investment strategies. Fund Performance Monitoring: Analyse and monitor the performance of investments in the fund portfolio, ensuring alignment with overall financial goals and objectives. Risk Management: Assess and manage the risk exposure of fund portfolios, making adjustments as necessary to maintain desired risk-return profiles. Client and Stakeholder Management: Maintain strong relationships with clients and stakeholders, ensuring transparency and communication regarding portfolio performance and investment decisions. Qualifications & Experience Educational Qualifications: B.Tech/M.Tech or Bachelor's degree in Chemical Engineering Key Skills & Expertise: Have exposure in sectors such as Chemical, EPC, Metals, etc Fund Management & Analysis (PMS, AIF, Global Fund) Equity Research, Asset Allocation & Sectoral Research CFA/CA adds weightage Core Competencies Fundamental & Technical Research Financial Statement Analysis/Due Diligence Portfolio Construction & Management Risk Management & Mitigation Investment Screening & Opportunity Identification Market Trend Analysis Excellent Communication & Reporting Skills Skills: investment,communication skills,financial analysis,communication,investment screening,technical research,fund management,fundamental research,market trend analysis,financial statement analysis,risk management,portfolio management,equities,asset allocation,equity research,research,due diligence,dcf valuation Show more Show less

We are seeking a highly motivated and results-driven Investment Banker with experience in calling, selling shares, and a passion for sales in the financial services industry. The ideal candidate will have at least 3-6 years of experience in a similar role within the investment banking or securities industry and will be eager to contribute to our growing business. Key Responsibilities Client Engagement: Actively engage with clients through calls, meetings, and presentations to understand their investment needs and provide tailored solutions. Sell Shares & AIFs: Proactively sell equities, AIFs, and financial products to institutional and retail clients. Identify opportunities to cross-sell and increase revenue streams. Market Analysis: Stay updated with the latest market trends and financial news to provide insightful recommendations to clients and identify investment opportunities. Transaction Execution: Manage the execution of trades, ensuring timely and efficient order placements and follow-ups. Client Relationship Management: Build and maintain strong client relationships to drive repeat business and increase client satisfaction. Reporting & Compliance: Maintain accurate records of client interactions, transactions, and sales activities while ensuring adherence to regulatory compliance standards. Key Requirements Experience: 3-6 years of experience in Investment Banking, Sales & Trading, or a similar role in the financial services industry. Skills: Strong communication, negotiation, and presentation skills. Ability to build rapport and effectively sell financial products. Industry Knowledge: Solid understanding of financial markets, equity securities, trading platforms, and investment products. Sales Mindset: A driven, target-oriented individual with a zest for selling and a passion for growing business. Educational Background: Must have a Finance degree, or CFA, or Professional certifications. Attention to Detail: Ability to manage multiple client accounts and transactions while ensuring accuracy and timeliness. Team Player: Ability to work collaboratively with internal teams, including traders, analysts, and senior bankers. Desired Attributes Proactive and Self-Driven: Comfortable with cold calling and reaching out to potential clients to generate new business. Strong Work Ethic: A relentless drive to achieve sales targets and exceed expectations. Adaptability: Ability to quickly adapt to changes in the market and client requirements. If you are a highly motivated individual with a passion for investment banking and sales, we would love to hear from you! Skills: negotiation,trading,strong communication,investment,market analysis,client relationship management,communication,sales mindset,investment banking,financial services,presentation,sales,industry knowledge,team collaboration,attention to detail,securities Show more Show less

Job Title Content Writer – Lifestyle & Heritage Storytelling Location: Gurgaon About House Of Banaras (HOB) House of Banaras is a contemporary lifestyle and luxury clothing brand rooted in Indian textile heritage. We celebrate timeless craftsmanship through a modern lens — where every piece tells a story, and every story is woven with culture, emotion, and legacy. We’re looking for a creative and culturally curious Content Writer to help us bring these stories to life. Key Responsibilities Content Creation: Write compelling content for website, emailers, social media, packaging, product descriptions, and campaign scripts that reflect the brand’s voice and values. Storytelling: Create narratives around textile heritage, Banarasi weaves, artisans, style guides, and modern-day lifestyle integration — without sounding preachy or overtly commercial. Campaign & Editorial Support: Collaborate with marketing and design teams to craft concepts, mood narratives, and scripts for shoots, videos, and brand campaigns. SEO Writing: Develop SEO-friendly content for blogs, product pages, and metadata to drive organic visibility. Social Media & Engagement: Write engaging Instagram captions, reels scripts, and community-centric posts that feel personal and authentic. Research: Stay updated with trends in fashion, culture, heritage, sustainability, and conscious living — and infuse this perspective into content. Who You Are A natural storyteller with 2–5 years of experience in content writing, preferably in fashion, lifestyle, or heritage-based brands. Excellent command over written English and a strong understanding of tone, voice, and brand consistency. Deeply interested in Indian textiles, craft, design, and culture — with a knack for reimagining tradition in a modern, engaging way. Familiar with tools like Notion, Google Docs, and basic CMS platforms (Shopify/WordPress). Comfortable working in a fast-paced, evolving creative environment with minimal supervision. Nice-to-Haves Experience writing for a premium or luxury audience. Visual storytelling ability or a keen eye for aesthetics. Knowledge of or interest in Indian handloom and textile traditions. Skills: storytelling,basic cms usage,familiarity with notion and google docs,writer,google docs,familiarity with notion,research,seo writing,brand voice and tone understanding,writing,content creation,social media engagement,cms platforms (shopify/wordpress),english proficiency Show more Show less

We Require CA Key Responsibilities Conduct background checks and risk assessments on entities and individuals. Analyse financial documents for irregularities, fraud, or compliance issues. Identify legal, reputational, and operational risks in transactions. Prepare detailed reports highlighting findings and recommendations. Ensure compliance with anti-corruption, AML, and regulatory standards. Collaborate with cross-functional teams (legal, compliance, and M&A advisors). Detect and prevent fraud through forensic tools and methodologies. Stay updated on industry-specific risks and regulations. Skills And Qualifications Education: Degree in Accounting, Finance, Business, or Law (CPA, CFE, or CAMS preferred). Experience: 3–7 years in forensic accounting, compliance, or financial due diligence. Technical Skills: Expertise in forensic tools, financial analysis, and data analytics. Competencies: Analytical skills, attention to detail, discretion, and strong communication. Skills: attention to detail,strong communication,investment,analytical skills,due diligence,data analytics,discretion,financial analysis,numeracy,forensic tools,statutory audit,financial reporting,forensic analysis,annual reports Show more Show less

Position Overview We are looking for a highly analytical and detail-oriented Equity Analyst to join our Equity Research team. The ideal candidate will have a strong background in financial analysis and equity research, with a passion for understanding market dynamics and company fundamentals. Key Responsibilities Conduct in-depth analysis of SME and Microcap companies, focusing on financial performance, sector dynamics, and competitive landscape. Identify opportunities that can deliver an Alpha over benchmarks. Build and maintain robust financial models to project company earnings, cash flows, and key valuation metrics. Develop comprehensive equity research reports and make clear investment recommendations. Monitor macroeconomic indicators, industry trends, earnings releases, and news events that impact equity valuations. Collaborate with portfolio managers to develop and refine investment strategies and asset allocations. Present research findings and investment ideas clearly and persuasively to internal teams and clients. Attend earnings calls, investor presentations, and analyst briefings to gain insights into company performance and strategy. Qualifications 5+ years of experience in equity research, financial analysis, or investment-related roles in a reputed mutual fund, AIF, or PMS company. Completion of CFA Level 3 preferred. Strong understanding of financial statements, valuation methods, and investment strategies. Excellent analytical, quantitative, and problem-solving skills. Proficiency in Microsoft Excel, PowerPoint, and financial research platforms such as Bloomberg, FactSet, or Capital IQ. Practical verbal and written communication skills, with the ability to simplify complex ideas for various stakeholders. Preferred Experience Prior experience analyzing sectors such as chemicals, energy, or industrials. A bachelor's degree in Chemical Engineering (B.Tech) from a reputed institution is a plus. NISM Series XIX-C – Alternative Investment Funds (Category III) Managers Certification is a Plus NISM Series XXI-B – Portfolio Management Services (PMS) Manager Certification Exposure to both public equity markets and private investments is a plus. Ability to work independently and manage multiple tasks under tight deadlines. Why Join Us Planify is a team of over 80 professionals working in various departments, including Investment Banking, Equity Research, Technology, Marketing, and other functions. About Us Vision for Alpha AIF To be the leading force in alternative investments, consistently delivering superior risk-adjusted returns and generating sustainable alpha across market cycles for our investors. Skills: investment,equity research,microsoft powerpoint,due diligence,quantitative skills,microsoft excel,cfa,factset,research,capital iq,financial statements,analytical skills,communication skills,dcf valuation,financial modeling,aif,problem-solving skills,financial analysis,mutual funds,bloomberg,equity research analysis,valuation methods Show more Show less

Job Summary We are seeking a dynamic and highly skilled Financial Anchor (CA, CFA) to deliver comprehensive, engaging, and accurate financial news and updates. The role will require you to host and anchor live financial segments, present financial analysis, conduct interviews with market experts, and break down complex financial topics for our audience. The Financial Anchor will be instrumental in building and maintaining our audience’s trust, delivering timely insights into the markets, and offering sound investment advice. Key Responsibilities Anchor Financial Programs: Lead live broadcasts, news segments, and interviews focused on global financial markets, investment trends, and economic developments. Market Analysis: Present complex financial data in an easy-to-understand and engaging format for both professional investors and retail clients. Interview Experts: Conduct interviews with financial analysts, industry experts, and thought leaders to provide valuable insights and perspectives. Content Creation: Collaborate with the content team to produce scripts, reports, and show segments related to financial topics. Real-Time Reporting: Provide real-time updates on stock market performance, economic indicators, and investment opportunities. Client Engagement: Interact with the audience during live shows, addressing questions and providing advice on financial products, services, and investment strategies. Trend Monitoring: Stay updated on financial news, market trends, and global economic changes to provide timely and accurate reports. Brand Representation: Represent Planify Capital in media appearances, public events, and industry conferences as a subject matter expert. Key Skills & Qualifications Experience: Minimum 3-5 years of experience as a financial anchor, journalist, or broadcaster with a focus on finance or business reporting. Financial Knowledge: Strong understanding of global financial markets, investment products, stock market trends, and economic factors. Excellent Communication: Outstanding verbal and written communication skills, with the ability to simplify complex financial information for diverse audiences. On-Air Presence: Confident and engaging on-screen presence with a natural ability to connect with viewers. Analytical Skills: Ability to interpret and present financial data accurately and clearly. Educational Background: A degree in Finance, Economics, Business, Journalism, or related fields is preferred. Additional certifications in finance (e.g., CA, CFA, CFP) will be a plus. Technology Proficiency: Familiarity with broadcasting tools, content management systems, and financial data platforms. Skills: financial knowledge,financial markets,analytical skills,communication,on air presence,excellent communication skills,financial news,communication skills,technology proficiency,anchors,on-air presence,investment,financial data Show more Show less

Planify Capital is a fast-growing fintech firm specializing in unlisted shares, pre-IPO investments, and alternative investment products. We connect investors with promising private companies and help them tap into early-stage equity opportunities before they list on the stock exchange . We are seeking a highly motivated and knowledgeable Private Equity Advisor to join our investment team. The ideal candidate will be responsible for identifying, evaluating, and advising clients on private equity investment opportunities. You will work closely with HNIs, family offices, and institutional investors to structure deals, manage portfolios, and support capital deployment strategies. Key Responsibilities Client Advisory: Advise clients on private equity investment opportunities aligned with their financial goals, risk appetite, and portfolio strategies. Deal Evaluation & Diligence: Analyze private equity deals, perform due diligence, evaluate business models, financials, and exit strategies. Relationship Management: Build and maintain strong relationships with investors, fund managers, and ecosystem partners. Portfolio Monitoring: Monitor investment performance, generate reports, and offer periodic updates and recommendations to clients. Sourcing Opportunities: Identify and source high-potential private equity deals and funds through networks, platforms, and partnerships. Market Research: Stay updated with industry trends, sectoral performance, regulatory changes, and macroeconomic factors affecting private equity markets. Qualifications Bachelor’s or Master’s degree in Finance, Economics, Business, or related field; CFA/MBA preferred. Proven experience (3–6 years) in private equity, investment banking, or financial advisory. Strong understanding of private markets, valuation techniques, and financial modelling. Excellent communication and presentation skills. Ability to manage high-value clients with integrity and discretion. Recommended Certifications (Preferred But Not Mandatory) NISM Series-XV: Research Analyst Certification NISM Series XIX-C: Alternative Investment Fund Managers Certification NISM Series XIX-B: Alternative Investment Funds (Category III) Distributors Certification Chartered Alternative Investment Analyst (CAIA) Designation CFA All Levels Cleared Preferred Skills Network within the investor and startup/fund ecosystem. Strong analytical and strategic thinking capabilities. Proficiency in tools like Excel, PowerPoint, CRM platforms, and financial databases. About Us Vision for Alpha AIF To be the leading force in alternative investments, consistently delivering superior risk-adjusted returns and generating sustainable alpha across market cycles for our investors. Mission for Alpha AIF Our mission is to create lasting wealth for our investors by uncovering high-conviction opportunities through disciplined, research-driven strategies. Skills: excel,financial modelling,investment banking,client advisory,investors,analytical skills,financial advisory,market research,powerpoint,investment,crm platforms,due diligence,aif,deal evaluation,financial databases,portfolio monitoring,relationship management,strategic thinking,valuation techniques,private equity,hni Show more Show less

Position Overview We are looking for a highly analytical and detail-oriented Equity Analyst to join our Equity Research team. The ideal candidate will have a strong background in financial analysis and equity research, with a passion for understanding market dynamics and company fundamentals. Key Responsibilities Conduct in-depth analysis of SME and Microcap companies, focusing on financial performance, sector dynamics, and competitive landscape. Identify opportunities that can deliver an Alpha over benchmarks. Build and maintain robust financial models to project company earnings, cash flows, and key valuation metrics. Develop comprehensive equity research reports and make clear investment recommendations. Monitor macroeconomic indicators, industry trends, earnings releases, and news events that impact equity valuations. Collaborate with portfolio managers to develop and refine investment strategies and asset allocations. Present research findings and investment ideas clearly and persuasively to internal teams and clients. Attend earnings calls, investor presentations, and analyst briefings to gain insights into company performance and strategy. Qualifications 5+ years of experience in equity research, financial analysis, or investment-related roles in a reputed mutual fund, AIF, or PMS company. Completion of CFA Level 3 preferred. Strong understanding of financial statements, valuation methods, and investment strategies. Excellent analytical, quantitative, and problem-solving skills. Proficiency in Microsoft Excel, PowerPoint, and financial research platforms such as Bloomberg, FactSet, or Capital IQ. Practical verbal and written communication skills, with the ability to simplify complex ideas for various stakeholders. Preferred Experience Prior experience analyzing sectors such as chemicals, energy, or industrials. A bachelor 39;s degree in Chemical Engineering (B.Tech) from a reputed institution is a plus. NISM Series XIX-C – Alternative Investment Funds (Category III) Managers Certification is a Plus NISM Series XXI-B – Portfolio Management Services (PMS) Manager Certification Exposure to both public equity markets and private investments is a plus. Ability to work independently and manage multiple tasks under tight deadlines. Why Join Us Planify is a team of over 80 professionals working in various departments, including About Us Investment Banking, Equity Research, Technology, Marketing, and other functions. Vision for Alpha AI F To be the leading force in alternative investments, consistently delivering superior risk- adjusted returns and generating sustainable alpha across market cycles for our investors. Mission for Alpha AIF Our mission is to create lasting wealth for our investors by uncovering high-conviction opportunities through disciplined, research-driven strategies. Vision and Mission Statements for Planify Vision Our vision is to empower investors by providing them with early access to high-potential pre-IPO and SME opportunities that drive growth and deliver exceptional compound annual growth rate (CAGR) returns. Mission Our mission is to offer rigorously vetted companies that have passed due diligence & align with a defined investment framework, ensuring access to high-quality opportunities with superior returns. Skills: financial modeling,equity research analysis,research,financial statements,quantitative skills,powerpoint,microsoft excel,cfa,valuation methods,bloomberg,financial analysis,analysis of financial statements,mutual funds,investment strategies,analytical skills,aif,due diligence,investment,capital iq,factset,communication skills,dcf valuation,problem-solving skills,microsoft powerpoint,equity research Show more Show less

We are looking for a talented Video Editor with a strong focus on character animation, 2D animation, and motion graphics to join our creative team. The ideal candidate should have hands-on experience in creating compelling animated visuals that engage audiences, tell a story, and bring characters to life. You’ll work closely with our content and marketing teams to create high-quality video content for various platforms. Key Responsibilities Collaborate with the content and design teams to understand project requirements and timelines. Create and edit animated videos with a focus on character animation, storytelling, and impactful visuals. Develop 2D animation and motion graphics that align with brand guidelines and project objectives. Incorporate feedback from team members to finalize animations and ensure high standards of quality. Experience in Handling camera equipment and operating video cameras effectively to capture high-quality footage for animated sequences, as required. Optimize video files and formats for various social media and digital platforms. Stay updated with industry trends and new animation techniques. Skills & Qualifications Experience: Minimum 2+ years in video editing with a specialization in character animation, 2D animation, and motion graphics. Preferred Qualifications: Bachelor’s degree in Animation, Visual Arts, Film Production, or a related field. Technical Skills: Proficiency in video editing software such as Adobe Premiere Pro and Final Cut Pro. Strong knowledge of Adobe Illustrator and Photoshop for asset creation. Familiarity with color grading, audio editing, and post-production techniques. Portfolio: A portfolio showcasing character animations, 2D animations, and motion graphics work is required.

Role Overview: We are seeking a dynamic and result-oriented AIF Sales Manager to lead the distribution and sales of A lternative Investment Funds (AIFs) to High Net-Worth Individuals (HNIs) , Ultra-HNIs, Family Offices, and Institutional Clients. The ideal candidate will have a strong background in financial product sales, a well-established network in the HNI segment, and a deep understanding of alternative investments. Key Responsibilities: Drive AIF sales by engaging with HNIs, wealth managers, private bankers, and institutional investors. Build and manage a strong pipeline of prospective investors and distributors. Conduct product presentations, client meetings, and portfolio reviews to effectively communicate the value proposition of the AIF. Collaborate with internal product, compliance, and marketing teams to support sales efforts. Ensure adherence to SEBI regulations and internal compliance policies. Regularly update management on sales performance, client feedback, and market trends. Organize investor events, webinars, and workshops to increase awareness and build brand trust. Required Qualifications & Skills: Graduate/Postgraduate in Finance, Economics, Business, or related field. MBA/CFA/CA preferred. Minimum 8-9 years of experience in investment sales, wealth management, or financial advisory. Proven track record of successfully selling AIFs, PMS, or similar investment products. Strong understanding of capital markets, alternative investments, and SEBI AIF regulations. Excellent communication, presentation, and interpersonal skills. Strong network among HNIs, family offices, wealth managers, and financial advisors. Self-motivated, goal-oriented, and capable of working independently. Why Join Us: Planify is a team of over 80 professionals working in various departments, including Investment Banking, Equity Research, Technology, Marketing, and other functions. About Us: Vision for Alpha AIF To be the leading force in alternative investments, consistently delivering superior risk-adjusted returns and generating sustainable alpha across market cycles for our investors. Mission for Alpha AIF Our mission is to create lasting wealth for our investors by uncovering high-conviction opportunities through disciplined, research-driven strategies. Vision and Mission Statements for Planify Vision Our vision is to empower investors by providing them with early access to high-potential pre-IPO and SME opportunities that drive growth and deliver exceptional compound annual growth rate (CAGR) returns. Mission Our mission is to offer rigorously vetted companies that have passed due diligence & align with a defined investment framew, ensuring access to high-quality opportunities with superior returns. Role Overview: We are seeking a dynamic and result-oriented AIF Sales Manager to lead the distribution and sales of A lternative Investment Funds (AIFs) to High Net-Worth Individuals (HNIs) , Ultra-HNIs, Family Offices, and Institutional Clients . The ideal candidate will have a strong background in financial product sales, a well-established network in the HNI segment, and a deep understanding of alternative investments. Key Responsibilities: Drive AIF sales by engaging with HNIs, wealth managers, private bankers, and institutional investors. Build and manage a strong pipeline of prospective investors and distributors. Conduct product presentations, client meetings, and portfolio reviews to effectively communicate the value proposition of the AIF. Collaborate with internal product, compliance, and marketing teams to support sales efforts. Ensure adherence to SEBI regulations and internal compliance policies. Regularly update management on sales performance, client feedback, and market trends. Organize investor events, webinars, and workshops to increase awareness and build brand trust. Required Qualifications & Skills: Graduate/Postgraduate in Finance, Economics, Business, or related field. MBA/CFA/CA preferred. Minimum 8-9 years of experience in investment sales, wealth management, or financial advisory. Proven track record of successfully selling AIFs, PMS, or similar investment products. Strong understanding of capital markets, alternative investments, and SEBI AIF regulations. Excellent communication, presentation, and interpersonal skills. Strong network among HNIs, family offices, wealth managers, and financial advisors. Self-motivated, goal-oriented, and capable of working independently. Compensation: Competitive and performance-based. Includes fixed salary + attractive incentive structure. Please send your updated resume to sneha.gautam@planify.in with the subject line “Application for AIF Sales Manager About Us: Vision for Alpha AIF To be the leading force in alternative investments, consistently delivering superior risk-adjusted returns and generating sustainable alpha across market cycles for our investors. Mission for Alpha AIF Our mission is to create lasting wealth for our investors by uncovering high-conviction opportunities through disciplined, research-driven strategies. Vision and Mission Statements for Planify Vision Skills: hni,communication,presentation,wealth,investors,networking,interpersonal skills,alternative investments,capital markets,wealth management,sales,financial advisory,sebi aif regulations,aif sales,management,aif

We are looking for a dynamic and result-oriented Branch Manager to lead our Delhi, Amritsar, Chandigarh,Gujrat, Lucknow branch. The ideal candidate must have a proven track record in mutual fund distribution , strong team management capabilities, and the ability to drive sales performance while maintaining compliance and client satisfaction. Key Responsibilities: Drive mutual fund sales through direct and channel partner networks Manage branch operations and ensure smooth execution of business processes Lead, mentor, and manage a team of Relationship Managers/Advisors Develop and implement local marketing strategies to boost client acquisition Ensure high levels of customer satisfaction and compliance with regulatory norms Prepare and monitor branch sales targets and regularly report performance metrics Requirements: Graduate/Postgraduate in Finance, Business, or related field Minimum 5 years of experience in financial product sales, with 2+ years in mutual fund distribution AMFI/NISM certification is a must Strong leadership, communication, and interpersonal skills Target-driven with a deep understanding of investor behavior and financial planning Why Join Us? Leadership opportunity in a growing organization Performance-driven incentives and career progression Work with a passionate, investor-centric team

We are seeking a dynamic and result-oriented Branch Manager to lead our branches in Delhi, Amritsar, Chandigarh, Gujarat, and Lucknow. The ideal candidate should have a proven track record in mutual fund distribution, strong team management capabilities, and the ability to drive sales performance while ensuring compliance and client satisfaction. Key Responsibilities: - Drive mutual fund sales through direct and channel partner networks. - Manage branch operations and ensure the smooth execution of business processes. - Lead, mentor, and manage a team of Relationship Managers/Advisors. - Develop and implement local marketing strategies to enhance client acquisition. - Ensure high levels of customer satisfaction and compliance with regulatory norms. - Prepare and monitor branch sales targets and provide regular performance metrics reports. Requirements: - Graduate/Postgraduate in Finance, Business, or a related field. - Minimum 5 years of experience in financial product sales, with at least 2 years in mutual fund distribution. - AMFI/NISM certification is mandatory. - Strong leadership, communication, and interpersonal skills. - Target-driven with a profound understanding of investor behavior and financial planning. Why Join Us - Leadership opportunity in a growing organization. - Performance-driven incentives and career progression. - Work with a passionate, investor-centric team.,

About The Opportunity We are seeking a proactive Business Development Executive to drive sales growth and forge strategic partnerships. This role is on-site and offers the chance to excel in a competitive market by leveraging your sales expertise and relationship-building skills. Join a high-energy team that values innovation, customer focus, and tangible results. Role & Responsibilities Develop and execute targeted sales strategies to drive business growth. Identify and engage potential clients, nurturing relationships to generate new business opportunities. Conduct product presentations and demos that spotlight value propositions tailored to client needs. Collaborate with cross-functional teams to craft tailored solutions and optimize sales initiatives. Monitor market trends and competitor activities to adjust strategies and meet sales targets. Maintain accurate records using CRM systems and provide regular reports on sales performance. Must-Have Skills & Qualifications Exceptional communication and negotiation skills. Proven track record in sales or business development within a competitive market. Ability to work on-site and adapt to dynamic business environments. Strong interpersonal skills and a customer-centric approach. Preferred Bachelor's degree in Business, Marketing, or a related field. Prior experience in the Indian financial services or similar sector. Familiarity with regional market dynamics and customer behaviour. Benefits & Culture Highlights Competitive salary with performance-based incentives. An engaging, supportive, and team-oriented work environment. Opportunities for professional growth and continuous learning. If you are a driven sales professional looking to make a direct impact in a fast-paced industry, we invite you to apply and take your career to the next level. Skills: negotiation skills,customer-centric approach,communication skills,client relationship management,relationship-building,market analysis,sales strategies,presentation skills

We are seeking an experienced Investor Relations professional to join our team and play a crucial role in converting leads into business opportunities, managing investor relationships, and supporting financial communication strategies. Your primary responsibility will involve building and maintaining positive relationships with high-net-worth individuals and institutional investors. Key Responsibilities: - Convert potential investor leads into business opportunities by establishing strong, trust-based relationships. - Effectively communicate financial performance, market trends, and business developments to investors. - Address investor inquiries promptly and maintain consistent communication to foster long-term relationships. - Collaborate with internal teams to ensure efficient handling of investor needs. - Monitor investor feedback and provide valuable insights to the management team. - Keep abreast of industry trends, market dynamics, and the financial landscape to enhance investor relations. Qualifications: - Postgraduate degree in Finance, Business, Economics, or a related field. - Proven track record in investor relations, financial services, or a related industry. - Solid understanding of financial statements, capital markets, and investment principles. - Excellent communication and interpersonal skills, with the ability to simplify complex financial information. - Proven ability to convert leads into tangible business opportunities. - Strong analytical and problem-solving abilities. Preferred Skills: - Experience in client engagement and lead generation. - Familiarity with investment instruments, market trends, and financial compliance. - Proficiency in understanding share market trends. - Prior experience in client communication and handling.,

We are seeking a highly motivated and results-driven Equity Advisor with experience in calling, selling shares, and a passion for sales in the financial services industry. The ideal candidate will have at least 3 years of experience in a similar role within the investment banking or securities industry and will be eager to contribute to our growing business. Key Responsibilities: Client Engagement: Actively engage with clients through calls, meetings, and presentations to understand their investment needs and provide tailored solutions. Sell Shares & AIFs: Proactively sell equities, AIFs, and financial products to institutional and retail clients. Identify opportunities to cross-sell and increase revenue streams. Market Analysis: Stay updated with the latest market trends and financial news to provide insightful recommendations to clients and identify investment opportunities. Transaction Execution: Manage the execution of trades, ensuring timely and efficient order placements and follow-ups. Client Relationship Management: Build and maintain strong client relationships to drive repeat business and increase client satisfaction. Reporting & Compliance: Maintain accurate records of client interactions, transactions, and sales activities while ensuring adherence to regulatory compliance standards. Key Requirements: Experience: 3-6 years of experience in Investment Banking, Sales & Trading, or a similar role in the financial services industry. Skills: Strong communication, negotiation, and presentation skills. Ability to build rapport and effectively sell financial products. Industry Knowledge: Solid understanding of financial markets, equity securities, trading platforms, and investment products. Sales Mindset: A driven, target-oriented individual with a zest for selling and a passion for growing business. Educational Background: Must have a Finance degree, or CFA, or Professional certifications. Attention to Detail: Ability to manage multiple client accounts and transactions while ensuring accuracy and timeliness. Team Player: Ability to work collaboratively with internal teams, including traders, analysts, and senior bankers. Recommended Certifications (Preferred but Not Mandatory): · NISM Series-XV: Research Analyst Certification · NISM Series XIX-C: Alternative Investment Fund Managers Certification · NISM Series XIX-B: Alternative Investment Funds (Category III) Distributors Certification · Chartered Alternative Investment Analyst (CAIA) Designation · CFA All Levels Cleared

You are a proactive Business Development Executive responsible for driving sales growth and forming strategic partnerships. Your role will involve developing and implementing targeted sales strategies to expand the business. You will identify and engage potential clients, nurture relationships, and create new business opportunities. Conducting product presentations and demos tailored to client needs will be crucial. Collaboration with cross-functional teams to craft tailored solutions and optimize sales initiatives is required. Monitoring market trends and competitor activities to adjust strategies and achieve sales targets is essential. You will maintain accurate records using CRM systems and provide regular reports on sales performance. To excel in this role, you must possess exceptional communication and negotiation skills. A proven track record in sales or business development within a competitive market is necessary. Adaptability to dynamic business environments and strong interpersonal skills with a customer-centric approach are key attributes. A Bachelor's degree in Business, Marketing, or a related field is preferred. Prior experience in the Indian financial services or a similar sector would be advantageous. Familiarity with regional market dynamics and customer behavior is a plus. In return, you can expect a competitive salary with performance-based incentives. You will work in an engaging, supportive, and team-oriented environment with opportunities for professional growth and continuous learning. If you are a driven sales professional seeking to make a direct impact in a fast-paced industry, we encourage you to apply and advance your career to the next level.,

We are looking for a proactive and detail-oriented Share Procurement Executive to manage and streamline the procurement of shares through multiple channels including partners, dealers, and direct sources. The candidate will also be responsible for onboarding stakeholders and providing training on the company’s portal or platform. Key Responsibilities Procurement Operations: Source and procure company shares through various channels including partners, dealers, and direct investors. Build and maintain strong relationships with stakeholders to ensure a consistent supply of shares. Verify documents, agreements, and compliance before share procurement. Stakeholder Management: Act as the point of contact for partners and dealers involved in the share procurement process. Address partner/dealer inquiries related to pricing, availability, and process. Portal Training and Onboarding: Train dealers, partners, and new stakeholders on how to use the company’s online portal for procurement, documentation, and transaction tracking. Provide ongoing support and troubleshooting for portal-related issues. Documentation and Reporting: Maintain accurate records of share procurement transactions. Generate regular reports on procurement performance, partner activity, and market trends. Compliance and Coordination: Ensure that all procurement activities comply with internal policies and regulatory standards. Coordinate with the finance and legal teams for processing, validation, and settlements. Key Skills And Competencies Strong understanding of procurement or share trading processes. Experience working with partners and dealers in an investment/financial setup. Excellent communication and negotiation skills. Ability to train and onboard stakeholders on digital platforms. Proficient in MS Office; familiarity with CRM or procurement portals is a plus. Detail-oriented, organized, and proactive. Skills: documentation and reporting,communication,shares,ms office,compliance,stakeholder management,documentation,onboarding,crm familiarity,procurement,crm,procurement operations,negotiation skills,training and onboarding,communication skills