Planify Capital - Private Equity Advisor

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.