ALYF
Website:
alyf.in
Job details:
Manager – Wealth & Investor Relationships | ALYF
Job Location-Chembur Mumbai.
Role purpose
ALYF is seeking a finance-savvy, relationship-driven professional to build and manage investor
relationships for its second-home real estate business.
The person will help prospective buyers understand ALYF’s offering through both a lifestyle and
investment lens—building credibility, addressing financial questions and guiding clients from
initial interest through purchase and ongoing engagement.
Key responsibilities
● Understand investor needs: Identify each client’s objectives, budget, investment
horizon, liquidity needs and expectations around personal use and rental income.
● Build investment credibility: Explain ownership structures, purchase costs, operating
expenses, potential rental income, appreciation assumptions and exit considerations
clearly, using verified project information.
● Develop investor relationships: Acquire and nurture relationships with affluent
individuals, HNIs, entrepreneurs, senior professionals and NRIs.
● Build referral networks: Develop partnerships with wealth managers, private bankers,
financial professionals and relevant business communities to generate qualified
introductions.
● Drive sales conversion: Own qualified investor relationships from discovery and
presentations through site visits, negotiations and booking, working closely with regional
sales teams.
● Create persuasive investor material: Partner with Finance, Sales and Marketing to
develop project comparisons, investment summaries, FAQs and financial scenarios with
clearly stated assumptions.
● Strengthen long-term trust: Coordinate with CRM and operations to provide timely
updates, resolve concerns and encourage repeat purchases and referrals.
● Maintain a disciplined pipeline: Track investor preferences, lead sources, follow-ups,
objections and conversion stages in Zoho CRM.
● Bring market intelligence: Share investor feedback, competitor insights and recurring
objections to improve ALYF’s positioning and offering.
Ideal candidate
● Experience in wealth management, private banking, priority banking, investment
relationship management or premium real estate sales.
● Strong financial understanding and the ability to explain complex concepts in simple,
credible language.
● Confidence engaging affluent clients and understanding their decision-making priorities.
● Evidence of relationship-led acquisition, client retention or sales conversion.
● Ability to build referral partnerships; an existing relevant network is an advantage.
● A consultative approach, strong follow-through and comfort working with CRM and sales
data.
● Interest in real estate, hospitality and second-home ownership.
Success measures
● Qualified investor pipeline and its progression to bookings.
● Booking value and collections from assigned relationships.
● Conversion rate and time taken to close.
● Productive referral partnerships and partner-sourced business.
● Repeat purchases, client referrals and relationship satisfaction.
● Accuracy of investor communication and discipline in CRM updates.
Expected contribution in the first 90 days
Learn ALYF’s projects and ownership proposition, develop a clear investor pitch and FAQ,
establish a qualified prospect and referral pipeline, and progress opportunities towards
bookings.
Click on Apply to know more.
_1580721758890.png){kind=logo}
