We are looking for a seasoned Financial Relationship Managers to manage and acquire HNI/NRI clients with highvalue portfolios, providing strategic wealth advisory in real estate assets along with datadriven investment recommendations.
Position: Financial Relationship Manager
Industry: Real Estate
Location: Golf Course Road, Gurgaon
Experience: Minimum 3 years in Financial Advisory & Wealth Management
Employment Type:Fulltime | Onsite
Role & responsibilities
- Oversee and grow client wealth in real estate assets while nurturing longterm, trustbased relationships.
- Acquire HNI/NRI clients through referrals, professional networks, and companyprovided leads.
- Develop investment advisory and portfolio performance reports with clear,
datadriven insights.
- Conduct market research to identify and recommend strategic real estate opportunities.
- Collaborate with external specialists, including legal and tax advisors, to deliver comprehensive client solutions.
Preferred candidate profile
- Commerce background with 3+ years of domain experience.
- Robust analytical, calculation, and presentation skills.
- Excellent communication (verbal & written).
Apply now if your expertise matches this role, and move forward together in exploring this opportunity.