3-4 Years of Experience in Financial Advisory and Wealth Management.
- Should have worked in this domain and has a commerce background - Has experience of working with HNI and NRI
- Should be thorough with calculations and presentations
- In office role with office at Golf course road, Gurgaon
- Good communication skills (Verbal and written)
- Females are preferred
Roles & Responsibilities
1. Sales - Acquire HNI and NRI clients who have portfolio size of 25Cr + through referrals, networks and company provided leads.
2. Client Servicing - Manage Wealth of Clients in real estate assets. Built and maintain long-term relationships with high-value investors and ability to serve them in most professional manner
3. Reporting - Prepare Investment Advisory and Portfolio Performance reports with data-driven investment recommendations.
Should Have interest in knowing about Real Estate as they have to advise clients about Real Estate.
Market research and good knowledge about asset will be required
4. Coordination with Experts - Coordinate with experts required for properties including Lawyers, Tax experts.