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, skilled networks, and companyprovided leads.
Develop investment advisory and portfolio performance reports with explicit,
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.