Wealth Relationship Manager – Real Estate (HNI & NRI Clients)

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 dynamic 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 Relationship Management.
• Experience handling HNI and NRI clients.
• Strong analytical, financial calculation, and presentation skills.
• Excellent verbal and written communication skills.
• Interest and understanding of real estate as an investment asset class.
• Proficiency in MS Excel, PowerPoint, and financial reporting.