Planify

As an experienced professional in the field of Private Investments portfolio management, your role will involve making independent, well-informed decisions to enhance the performance of the Private Equity portfolio. You will be responsible for approaching advisors to invest in company-approved startups and facilitating secondary sales of Private firms. A key aspect of your responsibilities will be to maintain the quality of the portfolio by actively engaging with mapped relationships, ensuring that relationship values are maintained at desired levels. Additionally, you will provide financial planning and investment advisory services to Brokers, Agents, and Advisors. This involves conducting thorough analysis to identify customer needs and recommending suitable products accordingly. In this role, you will be required to monitor existing Private Investments by conducting update meetings and calls with managers. This will involve reviewing performance reports, quarterly letters, and other manager correspondence to stay informed about the status of the investments. Furthermore, you will be expected to develop strategies to attract new potential investors and advisors to the portfolio. To excel in this position, you should possess a minimum of 6 years of experience in Stockbroking, Mutual Fund, or Private Equity Advisory and Sales. A strong understanding of Capital and Stock Markets, as well as Fund Raising and IPOs, is essential. Your ability to work effectively under tight deadlines, coupled with experience in valuation, modeling, and financial forecasting, will be crucial for success in this role. Excellent communication skills, a growth-oriented mindset, and strong analytical capabilities are prerequisites for this position. As a self-starter with a proactive and target-oriented approach, you should also demonstrate proficiency in networking and relationship building. Being well-organized, customer-service oriented, and driven by a desire to consistently achieve top results will be key attributes for excelling in this role.,

As the Operations Manager, you will be responsible for managing the daily operations of the organization. Your role will involve managing client relationships, addressing client queries, resolving issues, and other related tasks. You will be based in Gurugram. Your key responsibilities will include assisting clients in Off Market share Transfer, managing inventory, updating share prices on the website daily, negotiating with investors for buying Pre IPO shares, handling customer support calls, contacting shareholders for share buyback as per the company's requirement, and conducting KYC for clients. To be successful in this role, you should have a post-graduation degree in finance or equivalent, along with at least 2 years of work experience in client management, services, and operations. Candidates with knowledge of the stock market will have an added advantage. Additionally, you should possess good communication skills, analytical knowledge, problem-solving skills, as well as leadership and management skills. The salary offered for this position ranges from Rs. 25,000 to Rs. 35,000 (in hand, depending on your last role), along with perks and benefits including food and transport facilities.,

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 5-8 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: 5-8 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

Gather and transfer all forms of media into editing software and ensure each was updated in the correct format Operate computer editing systems and equipment used for video media and effects Establish a clear understanding of the storyline and purpose of the videos creation Improve video and sound quality using various video software such as Adobe Premiere Pro Edit the video to include preselected music, interviews, sound clips, and other important aspects of the project Ensure the correct formatting and presentation for finalized videos according to the clients specifications 1+ years of experience Hands-on Experience in Adobe Premiere Pro, Illustrator, Motion Graphics Bachelors degree in film editing or related degree is required Professional mastery of video and audio editing software and programs Ability to multitask and work toward several milestones on various projects simultaneously Experience editing various video projects and inserting sound effects, music, and transitions Proficient in creating concept boards and other visual representations of planned edits for video projects Excellent communication skills are required to have a solid understanding of project scope and implementation Ability to collaborate well with other creative professionals to supply clients with top-notch finalized products

We are looking for a highly driven and experienced sales leader to head our Alternative Investment Fund (AIF) distribution vertical. The ideal candidate will have a strong network across HNIs, UHNWIs, Family Offices, and institutional investors, with deep knowledge of AIF structures, regulatory landscape, and product positioning. This is a strategic, revenue-generating role with clear targets and significant growth opportunities. Key Responsibilities: Lead the AIF sales and distribution strategy, with a focus on scaling AIF placements across high-value investor segments. Build and manage relationships with wealth managers, RIAs, investment bankers, family offices, and institutions. To build and manage relationships with Mutual Fund Distributors (ARN holders), and Stock Brokers for the placement of AIFs and unlisted shares. Identify investor needs and recommend suitable alternative investment products based on risk profile and portfolio objectives. Drive investor education, product training, and promotional initiatives to increase AIF & Unlisted shares awareness and participation. Achieve defined revenue and asset mobilization targets through structured sales campaigns. Collaborate with fund management and compliance teams to ensure smooth onboarding and post-sale engagement. Maintain a strong understanding of SEBI regulations, product features, valuation models, and competitive offerings in the AIF space. Represent the organization at investment conferences, forums, and industry events. Key Requirements: 10 15 years of experience in AIF sales, wealth management, or investment product distribution. Proven track record in mobilizing assets for AIFs, PMS, or other structured products. Strong understanding of the Indian alternative investment ecosystem and SEBI guidelines. Excellent network among HNIs, UHNWIs, and institutional clients. Strategic thinker with strong execution capability and a results-driven approach. Preferred Qualifications & Certifications: Bachelor s or Master s degree in Finance, Business, or related field. Certifications (any of the following preferred): NISM Series XIX-B AIF (Category III) Distributors Certification NISM Series XIX-C AIF Managers Certification CAIA Charterholder Chartered Alternative Investment Analyst AIMA s Skill Development Program on Alternative Investments and PMS

You will be responsible for providing independent, rigorous decision-making across the Private Investments portfolio (Private Equity). Your main role will involve approaching HNI Clients, Family offices, and VC's to invest in company-approved startups and secondary sales of Private firms. It will be crucial to ensure portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values. Additionally, you will be providing financial planning and investment advisory to HNI/NRI clients through careful analysis and identification of customer needs, proposing appropriate products accordingly. Monitoring existing Private Investments via periodic update meetings and calls with managers, reviewing performance reports, quarterly letters, and all other manager correspondence will also be part of your responsibilities. You will need to develop strategies to discover new potential investors and work closely with founders and CFOs to help in equity restructuring and in assisting them to raise funds. The role requires a minimum of 3+ years of experience in the relevant field and a post-graduation in any field is a must. A strong understanding of Capital/Stock Markets, Fund Raising, and IPOs is essential. The ability to work with tight deadlines, experience with valuation, modeling, and financial forecasting, as well as good communication skills, are highly valued. You should possess a proactive and target-oriented approach, strong analytical skills, and be well-organized, customer-service oriented, and driven by a desire to consistently achieve top results. Building and maintaining strong networking and relationships will be key to success in this role. This position is based in Gurugram and offers a competitive salary with a CTC ranging from 4-9 LPA, along with incentives, perks, and benefits.,

As a Financial Assistant in Gurugram, you will be responsible for compiling and reviewing financial information, preparing financial forms, documents, and reports, as well as maintaining records and filing systems. In addition to these tasks, you will also be expected to perform any other duties as required. To be successful in this role, you should hold a Bachelor's degree in accounting, finance, or a related field, with a preference for candidates who have completed the CMA certification. You should have at least two years of accounting experience and must possess working experience in Tally. A good grasp of basic accounting principles and practices, along with knowledge of relevant state, federal, and local regulations is essential. Proficiency in MS Office and popular accounting software is required, along with excellent communication and interpersonal skills. The ability to work under pressure, coupled with excellent organizational skills, will be key to excelling in this position.,