Dear candidate,
We are seeking a dynamic Real Estate Portfolio Advisor to acquire and manage HNI/NRI clients with high‑value portfolios, deliver strategic wealth advisory in real estate assets, and provide data‑driven investment recommendations.
Job Title: Real Estate Portfolio Advisor
Location: Golf Course Road, Gurugram
Client Industry: Real Estate
Experience: 3+ years in Financial Advisory & Wealth Management
Key Responsibilities:
- Acquire HNI/NRI clients through referrals, networks, and company‑provided leads.
- Manage client wealth in real estate assets; build and sustain long‑term relationships.
- Prepare investment advisory and portfolio performance reports with analytical insights.
- Conduct market research and advise clients on emerging real estate opportunities.
- Collaborate with external experts including lawyers and tax advisors for client solutions.
Candidate Profile:
- Commerce background with 3–4 years of relevant domain experience.
- Strong analytical, calculation, and presentation skills.
- Excellent verbal and written communication abilities.
If this role resonates with your expertise and aspirations, we invite you to apply and explore this exciting opportunity further.
Pay: ₹25,000.00 - ₹55,000.00 per month
Application Question(s):
- What is your current/Last salary?
- How soon you can join the team?
- Have you handled HNI and NRI clients?
- What is your total experience as Real Estate Advisor managing Portfolio of HNI clients?
Work Location: In person
