Dear candidate,
We are seeking a Financial Relationship Manager to acquire and manage HNI/NRI clients with portfolios of ₹25 Cr+, deliver wealth advisory in real estate assets, and provide data‑driven investment recommendations.
Job Title: Financial Relationship Manager
Client Industry: Real Estate
Location: Golf Course Road, Gurgaon
Experience: 3–4 years in Financial Advisory & Wealth Management
Employment Type: Full‑time | On‑site
Key Responsibilities:
- Acquire HNI/NRI clients through referrals, networks, and leads.
- Manage client wealth in real estate assets; build long‑term relationships.
- Prepare investment advisory & portfolio performance reports.
- Conduct market research and advise on real estate opportunities.
- Coordinate with experts including lawyers and tax advisors.
Profile:
- Commerce background with 3–4 years’ domain experience.
- Strong analytical, calculation, and presentation skills.
- Excellent communication (verbal & written).
Pay: ₹25,000.00 - ₹50,000.00 per month
Application Question(s):
- What is your total experience in Real Estate industry?
- What is your current/Last salary?
- How soon you can join the team?
- Have you handled HNI and NRI clients?
Work Location: In person
