Relationship Manager - Real Estate Wealth Management
VRIDANTA ADVISORY
- Location
- Gurgaon, Haryana, India
- Job type
- Full-time
Required skills
- banking
- client acquisition
About the role
Website:
Job details:
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
- Strong 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.
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