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Assistant to Vice President Sales

Assistant to Vice President Sales

Planify Capital LimitedGurgaon, Haryana, India
1 day ago
Job description

Lead and grow a high-performing wealth management team, delivering strategic, personalized investment advisory services to High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs). Responsible for building, preserving, and transferring client wealth across multiple asset classes, including mutual funds (MFs), alternative investment funds (AIFs), unlisted shares, and other alternative products. Ensure regulatory compliance, product excellence, and client trust while achieving business growth and high service standards.Key ResponsibilitiesClient Advisory & Portfolio ConstructionConduct in-depth discovery and profiling of HNI / UHNI clients to understand their goals (growth, income, legacy

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Assistant Vice President • Gurgaon, Haryana, India

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