Found Description
Planify is hiring AIF Distribution Manager to cater to high-net-worth individuals by offering PreIPO, Startup investment advice, and services that help guide their wealth as efficiently as possible. We are looking for someone passionate about startup funding, private equity, and wealth management space. Someone who can take ownership of providing the best opportunities to investors to invest in the startup and private equity space. 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 HNI Clients, 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 identificatio...
Helps in the distribution of VentureX AIF focused on SME Fund
Approaching HNI Clients, 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 identificatio...