Relationship Manager – Retail Investors (0–2 Years Experience) (Bengaluru)

Relationship Manager – Retail Investors (0–2 Years Experience) (Bengaluru)

02 Aug
|
StoneOak Strategy
|
Bengaluru

02 Aug

StoneOak Strategy

Bengaluru

About Us

Stoneoak Strategy is an integrated real estate strategy, capital, and distribution company.

Through

FracInvest, our investment platform, we connect retail investors with curated real estate investment opportunities while helping developers raise capital and accelerate project growth.

We're looking for energetic, ambitious, and customer-focused individuals who are eager to build a career in investment sales and relationship management.

Job Summary

As a Relationship Manager – Retail Investors, you will engage with prospective investors, understand their financial goals, explain our investment opportunities, and guide them through the investment process. You will receive training on our products, sales process, and CRM, making this an excellent opportunity for fresh graduates and early-career professionals.

Key Responsibilities

Contact and engage with prospective investors through calls, WhatsApp, emails, and meetings.

Explain FracInvest's real estate investment opportunities in a simple and professional manner.

Build strong relationships with clients and provide a high-quality customer experience.

Follow up with leads generated through marketing campaigns and referrals.

Schedule virtual and in-person investment meetings.

Maintain accurate records of customer interactions in the CRM.

Coordinate with internal teams for documentation and onboarding.

Achieve monthly sales and client acquisition targets.





Stay updated on company offerings and the real estate investment market.

Eligibility

Bachelor's degree in any discipline (B.Com, BBA, BBM, BA, B.Sc., MBA, or equivalent).

Freshers are welcome to apply.

Candidates with up to 2 years of experience in sales, customer service, banking, insurance, financial services, or real estate are encouraged to apply.

Excellent communication skills in English and Kannada (additional languages are an advantage).

Basic knowledge of MS Office and CRM tools is preferred.

Skills Required

Strong communication and presentation skills

Confidence in speaking with customers

Relationship-building ability

Willingness to learn

Customer-first mindset

Negotiation skills

Time management

Target-oriented attitude

What We Offer

Comprehensive training in real estate investments and financial products.

Fixed salary with attractive performance-based incentives.

Fast-track career growth in sales and investment advisory.

Mentorship from experienced industry professionals.

Opportunity to work with one of India's emerging real estate strategy and investment platforms.

Energetic, collaborative, and growth-oriented work environment.

Experience

0–2 Years

Employment Type

Full-time

Industry

Real Estate • Financial Services • Investment Advisory

Join Us

If you're passionate about sales, enjoy interacting with people, and want to build a rewarding career in the real estate investment industry, we'd love to hear from you.

📌 Relationship Manager – Retail Investors (0–2 Years Experience) (Bengaluru)
🏢 StoneOak Strategy
📍 Bengaluru

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