23 Aug
|
Vridanta Advisory
|
Gurugram
23 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