Job Description

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Client Acquisition & Relationship Management

Identify and acquire High Net-Worth Individuals (HNIs) interested in real estate or construction-related investment opportunities. Build, maintain, and nurture long-term relationships with HNI clients. Provide personalized service and investment guidance tailored to each client's financial goals.

Investment Advisory & Portfolio Development

Understand the investment needs, risk appetite, and preferences of each HNI client. Offer strategic investment options in construction and real estate projects. Develop and propose customized investment portfolios and solutions.

Sales Strategy & Target Achievement

Meet and exceed monthly/quarterly/annual sales targets and revenue goals. Develop and execute sales strategies focused on HNI client engagement and conversion. Maintain a strong sales pipeline and track all client interactions through CRM tools.

Market Research & Industry Insights

Stay updated on real estate market trends, regulatory changes, and competitive landscape. Conduct market research to identify new investment opportunities in the construction sector. Share insights with clients to guide informed decision-making.

Project Coordination & Liaison

Coordinate with internal project teams to ensure timely updates and project delivery. Serve as a liaison between clients and construction teams to resolve queries and provide project status.

Compliance & Documentation

Ensure all client transactions comply with regulatory and company policies. Handle all documentation, agreements, and KYC formalities with utmost accuracy and confidentiality.

Client Education & Engagement

Organize and participate in investor meets, webinars, and presentations to engage potential clients. Educate HNIs on the benefits, risks, and long-term value of investing in construction and infrastructure.

Post-Sales Service

Provide consistent post-sales support including updates, clarifications, and grievance resolution. Monitor client satisfaction and ensure a seamless investment journey.
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Eligibility Criteria

Education:

Bachelor's degree in Business, Finance, Marketing, or a related field. MBA preferred.

Experience:

3-6 years in sales, preferably in real estate, construction, or investment advisory, with exposure to HNI clients.

Skills:

Strong communication, negotiation, and relationship management skills. Proficient in CRM tools and MS Office.

Knowledge:

Good understanding of real estate/construction investments, market trends, and client portfolio planning.

Other:

Professional, target-driven, and willing to travel for client meetings or site visits.

Location

: Delhi, Mumbai
Job Type: Full-time

Pay: ₹60,000.00 - ₹80,000.00 per month

Benefits:

Provident Fund
Work Location: In person