Relationship Manager / Senior Relationship Manager

Company Description: Planify Capital Limited is a leading platform that enables investors to access India's unlisted private markets, including pre-IPO companies, SMEs, startups, and unicorns through direct and secondary placements. The company hosts over 600 unlisted opportunities and has built a strong community of more than 95,000 investors, partners, and founders, including 14,000+ accredited investors such as angel investors, family offices, corporates, and institutional investors. Planify has facilitated over ₹500 crore in transactions and delivered multiple successful exits, demonstrating strong performance and value creation for its users. Backed by notable investors and industry leaders, Planify combines advanced technology with intuitive interfaces to make private market investing more accessible and efficient. Its diverse offerings support fundraising for founders and secondary exits for existing investors, positioning Planify as a preferred destination for private investments in India.

Job Role & Responsibilities:

- Provide independent, rigorous decision-making across the Private Investments portfolio (Private Equity).

- Helps in the distribution of VentureX AIF focused on SME Fund

- Approaching HNIs, Family offices, and VCs to invest in company-approved startups and secondary sales of Private firms.

- Ensures portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values.

- Financial planning and investment advisory to HNI/NRI clients through careful analysis and identification of customer needs and, accordingly, proposing appropriate products.

- Monitor existing private investments via periodic update meetings and calls with managers, reviewing performance reports, quarterly letters, and all other manager correspondence.

- Develop strategies to discover new potential investors.

Qualifications

- 5-10+ years in Advisory and Sales

- Master's degree in finance is a must

- Strong Understanding of Capital/Stock Markets

- Strong Understanding of Wealth Prducts AIF,

- Ability to work with tight deadlines

- Experience with valuation, modeling, and financial forecasting

- Should have good communication skills and an attitude to grow and work smart

- Strong Analytical skills

- Self-starter, proactive & target-oriented.

- Strong networking and relationship-building skills.

• - Well organized, customer-service oriented, and driven by a desire to consistently achieve top results