We are looking for a dynamic and target-oriented Wealth Manager to join a real estate company and manage relationships with HNI, UHNI, investors, entrepreneurs, and affluent clients. The candidate will be responsible for understanding clients' investment objectives, presenting suitable real estate investment opportunities, generating high-value sales, and building long-term client relationships.

The ideal candidate should have strong networking and communication skills, a good understanding of real estate investments, and the ability to handle and close high-ticket transactions professionally.

Key Responsibilities Client Relationship Management:

Build and maintain long-term relationships with HNI, UHNI, affluent clients, investors, and entrepreneurs.

Understand clients' investment goals, preferences, budgets, and expected returns.

Act as the primary point of contact for assigned clients.

Provide regular updates on projects, investment opportunities, market trends, and transactions.

Ensure a premium and professional client experience throughout the sales process.

Real Estate Investment Sales Present and sell premium real estate investment opportunities, including:

Plotted developments

Farm lands / farm plots

Villas and holiday homes

Premium residential properties

Land investments

Conduct detailed project presentations and investment discussions.

Arrange and coordinate property and site visits.

Handle negotiations and drive transactions toward closure.

Achieve monthly, quarterly, and annual sales targets.

Lead Generation And Networking Develop a strong network of HNI/UHNI clients, business owners, professionals, investors, and entrepreneurs.

Generate leads through personal networks, referrals, events, exhibitions, social platforms, and other channels.





Build and maintain a consistent pipeline of high-value prospects.

Develop referral relationships with existing clients and professional networks.

Participate in networking events, investor meets, corporate events, and real estate exhibitions.

Investment Advisory And Client Solutions Understand client investment requirements and recommend suitable real estate opportunities.

Explain project location, development potential, pricing, appreciation potential, payment plans, and other relevant investment factors.

Provide factual and transparent information to support clients' investment decisions.

Stay updated on local real estate market trends, emerging investment destinations, pricing, and competing projects.

Sales Conversion And Closure Manage the complete sales cycle from lead generation to booking and closure.

Conduct regular follow-ups with prospective clients.

Handle objections and negotiate effectively.

Coordinate with CRM, Legal, Finance, and Operations teams for smooth transaction completion.

Maintain a strong focus on high-ticket sales and revenue generation.

Client Retention And Repeat Business Maintain regular engagement with existing clients after the sale.

Identify opportunities for repeat investments and portfolio expansion.

Generate referrals from satisfied clients.

Build a strong long-term investor community for the company.





Reporting And CRM Management Maintain accurate client and lead information in the CRM.

Regularly update lead status, follow-ups, meetings, site visits, and closures.

Prepare daily, weekly, and monthly sales reports.

Track the individual sales pipeline and expected closures.

Required Skills Excellent communication and interpersonal skills.

Strong sales and negotiation abilities.

Excellent networking and relationship-building skills.

Ability to interact confidently with HNI/UHNI clients.

Strong presentation and client-handling skills.

Good understanding of real estate and investment products.

Robust follow-up and lead-conversion skills.

Target-driven and self-motivated approach.

Ability to handle high-value transactions professionally.

Good knowledge of MS Office and CRM software.

Preferred Experience Candidates with experience in the following sectors will be preferred:

Real Estate Sales

Wealth Management

Luxury Real Estate

Premium Property Sales

HNI/UHNI Relationship Management

Existing HNI/UHNI client relationships and a strong investor network will be a significant advantage.

Educational Qualification Bachelor's degree in Business Administration, Finance, Commerce, Economics, Marketing, or a related field.

MBA/PGDM in Finance, Marketing, or Business Management will be an added advantage.

Key Performance Indicators Monthly and annual sales revenue.

Number and value of new HNI/UHNI clients acquired.

High-value bookings and closures.

Lead-to-conversion ratio.

Number of qualified investor meetings.

Number of property/site visits.

Repeat and referral business.

Average transaction value.

Client retention and engagement.

Collection and closure efficiency.

📌 Wealth Management (Bengaluru)
🏢 JobTrade
📍 Bengaluru