Wealth Management

We are looking for a dynamic and target-oriented Wealth Manager to join our real estate company and manage relationships with HNI, UHNI, investors, entrepreneurs, and affluent clients. The Wealth Manager will be responsible for identifying 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 skills, excellent communication abilities, a strong understanding of real estate investments, and the ability to close high-ticket transactions. Key Responsibilities 1. Client Relationship Management • Build and maintain long-term relationships with HNI, UHNI, and affluent clients. • Understand clients' investment goals, preferences, budget, 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 journey. 2. 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/site visits. • Handle negotiations and drive transactions towards closure. • Achieve monthly, quarterly, and annual sales targets. 3. Lead Generation & 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 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. 4. Investment Advisory & Client Solutions • Understand the client's investment requirement and recommend suitable real estate opportunities. • Explain project location, development potential, pricing, appreciation potential, payment plans, and other relevant investment factors. • Provide clients with factual and transparent information to support their investment decisions.• Maintain awareness of local real estate market trends, emerging investment destinations, pricing, and competing projects. 5. Sales Conversion & 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 to ensure smooth transaction completion. • Maintain strong focus on high-ticket sales and revenue generation. 6. Client Retention & 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. 7. Reporting & CRM Management • Maintain accurate client and lead information in the CRM. • Update lead status, follow-ups, meetings, site visits, and closures regularly. • Prepare daily/weekly/monthly sales reports. • Track individual sales pipeline and expected closures. Key Skills Required • Excellent communication and interpersonal skills. • Strong sales and negotiation skills. • Excellent networking and relationship-building abilities. • Ability to interact confidently with HNI/UHNI clients. • Strong presentation and client-handling skills. • Good understanding of real estate and investment products. • Strong follow-up and 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 any of 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 (KPIs) • 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. Compensation Fixed Salary + Attractive Performance-Based Incentives Additional incentives may be provided for achieving monthly, quarterly, and annual sales targets. Ideal Candidate The ideal candidate is a relationship-oriented sales professional who can build trust with high-value investors, understand their investment requirements, present premium real estate opportunities, and consistently convert relationships into business. The candidate should be well-connected, confident, commercially driven, and passionate about building a long-term career in real estate wealth management.