22 Aug
|
Vridanta Advisory
|
Gurugram
22 Aug
Vridanta Advisory
Gurugram
Experience: 3–5 years
Vridanta Advisory is building a specialised Real Estate Wealth Management practice for HNIs and NRIs.
The role involves:
HNI/NRI client acquisition
Participating in client meetings
Understanding client portfolios
Identifying opportunities for real estate portfolio advisory
Building relationships with CAs, wealth managers, lawyers and family offices
Managing follow-ups and conversion
Ideal candidate:
3–5 years in Wealth Management / Private Banking / Financial Advisory
Experience with HNI/UHNI/NRI clients
Prior experience at a bank, private bank or established wealth-management firm preferred
Robust communication and client-facing ability
Comfortable with targets and business development
Gurgaon/NCR based
This role is not suitable for: pure real estate sales, insurance-only sales, telecalling, retail banking or generic sales profiles.
📌 Relationship Manager (Gurugram)
🏢 Vridanta Advisory
📍 Gurugram