Title: Financial Relationship Manager | Wealth Management & Real Estate Advisory
Location: Gurgaon
Experience:
- 3-4 years of experience in Financial Advisory, Wealth Management, Private Banking, or Relationship Management.
- Experience handling HNI and NRI clients.
About the Role:
We are looking for a agile and client-focused Financial Relationship Manager with experience in Financial Advisory and Wealth Management . The ideal candidate should have a strong commerce background, experience working with HNI and NRI clients , and an interest in real estate investments . The role involves client acquisition, wealth management , investment reporting, and coordination with industry experts to deliver comprehensive advisory services.
Key Responsibilities:
Client Acquisition & Sales:
- Acquire HNI and NRI clients with investable portfolios of ₹25 Cr+ through referrals, networks, and company-provided leads.
- Build and maintain a strong pipeline of prospective investors.
- Drive business growth through relationship-based sales and advisory services.
Client Relationship Management:
- Manage and advise clients on their real estate investment portfolios.
- Build long-term relationships with high-value investors and provide exceptional client service.
- Understand client objectives and provide tailored investment recommendations.
Investment Reporting & Research:
- Prepare investment advisory presentations, portfolio reviews, and performance reports.
- Conduct market research and stay updated on real estate trends, opportunities, and asset performance.
- Provide data-driven insights and recommendations to clients.
Stakeholder Coordination:
- Coordinate with lawyers, tax consultants, and other subject matter experts involved in property transactions.
- Facilitate smooth execution of investment and transaction processes.
Requirements:
- Commerce graduate (B.Com, M.Com, or equivalent).
- 3-4 years of experience in Financial Advisory, Wealth Management, Private Banking, or Re