QuintEdge
Finance Jobsby QuintEdge

Unlisted Investment Advisor

planify capital

India

Full Time4.0 LPA - 6.0 LPAFinancial AnalysisEasy Apply

Posted 23 April 2026

Job description

We are looking for a highly driven and knowledgeable professional with hands-on experience in unlisted shares / pre-IPO investment advisory . The role involves advising HNI/UHNI clients on investment opportunities in the unlisted market and driving revenue through strategic deal closures. Key Responsibilities Advise clients on unlisted / pre-IPO investment opportunities (e.g., NSE, OYO, etc.) Build and manage a portfolio of HNI/UHNI clients Generate leads through personal networks, referrals, a…