Employment: Full Time

Manage HNI client relationships and handling a team of Portfolio Managers

JOB DUTIES AND RESPONSIBILITIES:

1. You will be tasked with sourcing recent customers for the Wealth Management
2. Managing a team of Portfolio Managers training them on the job and taking complete reporting of the team
3. Ensure the meetings target are met for yourself and the team reporting to you
4. Bringing in the entire portfolio of Real Estate Assets from clients on the platform and sharing details with relevant department
5. Bring in assigned/target upfront revenue for the business by selling developer projects and investment to the Existing & New HNI clients of the company
6. To provide & maintain, on an ongoing basis, a daily sales report, figures, forecasting & any other records for the entire team along to records of sales & performance.
7. Understanding the needs of the end customer & providing appropriate real estate solutions
8.



Identify and segment the target market for potential new business opportunities.

9. Maintain regular contact with clients including regular face to face meetings where you will be expected to profile clients risk and return aspirations and deliver a tailored portfolio of products.

Requirements

· You should have proven experience of working as either a Team Leader - Wealth Management or Private Banking who is currently managing a book of HNW clients.

· Minimum 3 and maximum of 5years of experience in Wealth Management or Private Banking.

· Fluency in English and Being Presentable is a must.

Salary

No Bar for the Right Candidate

Job Type: Full-time

Pay: ₹35,000.00 - ₹60,000.00 per month

Benefits

- Paid sick time

Experience:
- total work: 3 years (Required)

Work Location: In person

📌 Portfolio Manager- Real Estate (Gurugram)
🏢 Valion E Assets(www.myfollo.com
📍 Gurugram