Senior Wealth Manager

2 weeks ago

Indore, Madhya Pradesh, India Hirly Full time

Senior Wealth Managers

Company Overview

A pioneering PropTech firm redefining real estate investments through fractional ownership and innovative wealth creation strategies. Specializing in PropTech, fractional real estate investments, and real estate investment solutions, the company is committed to transforming the real estate landscape and making wealth creation accessible to all.

Job Summary:

- We are seeking experienced and strategic Senior Wealth Managers to join our leadership team.

- The role involves leading investment strategies, managing high-value portfolios, and driving long-term financial growth.

Key Responsibilities:

- Investment Strategy: Develop and implement investment strategies aligned with business goals and market conditions.

- Portfolio Management: Manage a diverse portfolio of fractional real estate investments, ensuring optimal returns and risk management.

- Deal Structuring: Oversee deal origination, financial modeling, and structuring of investment opportunities.

- Stakeholder Relations: Build and maintain relationships with high-net-worth individuals, family offices, and institutional investors.

- Market Analysis: Conduct in-depth market research and data analysis to identify new investment opportunities.

- Compliance: Ensure all investment activities comply with regulatory standards and company policies.

- Team Leadership: Mentor and develop a high-performing investment team, fostering collaboration and professional growth.

Key Performance Indicators (KPIs):

KPI Category KPI Metrics:

- Portfolio Performance Achieve targeted ROI across all managed investment portfolios.

- Deal Closure Successfully close high-value investment deals within defined timelines.

- Investor Satisfaction Maintain high satisfaction scores among investors through effective communication and performance delivery.

- Risk Management Maintain a balanced risk profile across investment Master's degree in Finance, Business Administration, Economics, or related field from a recognized institution.

- 8+ years of experience in investment management, preferably in PropTech, Real Estate Investment, or BFSI sectors.

- CFA/CAIA certification preferred.

- Proven expertise in managing large investment portfolios and high-value deal closures.

- Strong financial modeling, valuation techniques, and data analysis skills.

- Comprehensive knowledge of real estate markets, fractional ownership structures, and investment vehicles.

- Excellent stakeholder management and investor relations abilities.

- Exceptional leadership, communication, and negotiation INR 15-20L LPA + Benefits & Bonus

Why Join?

Be a part of a leading PropTech firm transforming the real estate investment landscape.

Collaborate with a visionary leadership team and make a significant industry impact.

Competitive compensation, benefits, and professional growth opportunities.

(ref:iimjobs.com)

  • Human Resources Manager

    2 days ago

    Indore, Madhya Pradesh, India Alankaram Full time

    Job OverviewThe Human Resource Manager will play a pivotal role in ensuring that Alankaram's workforce remains streamlined, motivated, and efficient.With a decade of experience, the ideal candidate will bring a wealth of knowledge, skills, and expertise in all facets of human resource management, including but not limited to recruitment, employee relations,...

  • Sales Manager

    4 weeks ago

    Indore, Madhya Pradesh, India Anand Rathi Share and Stock Brokers Ltd Full time

    Job SpecificationsProfileSales ManagerDesignationSales ManagerPRIMARY JOB RESPONSIBILITIESKey Responsibilities:- Develop and execute equity sales strategies to meet and exceed business targets.- Build his own Team & P&L.- Build and nurture relationships with institutional clients, HNIs (High Net-Worth Individuals), and retail investors.- Promote and sell...

  • Human resources manager

    2 days ago

    Indore, Madhya Pradesh, India Alankaram Full time

    Location: Full time on-site at Pithampur, Sector 3Job Overview:The Human Resource Manager will play a pivotal role in ensuring that Alankaram's workforce remains streamlined, motivated, and efficient. With a decade of experience, the ideal candidate will bring a wealth of knowledge, skills, and expertise in all facets of human resource management, including...

  • Manager – B2B

    3 weeks ago

    Indore, Madhya Pradesh, India Paradise Placement Consultancy Full time

    Responsibilities : Responsible for building and managing partnerships with affiliates, online influencers, and other similar associations. Responsible for business parameters including customer acquisition and Wealth product sales through B2B channels. Responsible for smooth affiliate on-boarding from lead generation, activation and training. ...

  • Human Resources Manager

    5 days ago

    Indore, Madhya Pradesh, India Alankaram Full time

    Location: Full time on-site at Pithampur, Sector 3Job Overview:The Human Resource Manager will play a pivotal role in ensuring that Alankaram's workforce remains streamlined, motivated, and efficient. With a decade of experience, the ideal candidate will bring a wealth of knowledge, skills, and expertise in all facets of human resource management, including...

  • Human Resources Manager

    3 days ago

    Indore, Madhya Pradesh, India Alankaram Full time

    Job Overview: The Human Resource Manager will play a pivotal role in ensuring that Alankaram's workforce remains streamlined, motivated, and efficient. With a decade of experience, the ideal candidate will bring a wealth of knowledge, skills, and expertise in all facets of human resource management, including recruitment, employee relations, and training &...

  • Human Resources Manager

    9 hours ago

    Indore, Madhya Pradesh, India Alankaram Full time

    Job Overview The Human Resource Manager will play a pivotal role in ensuring that Alankaram's workforce remains streamlined, motivated, and efficient. With a decade of experience, the ideal candidate will bring a wealth of knowledge, skills, and expertise in all facets of human resource management, including but not limited to recruitment, employee...

  • Senior Executive

    4 weeks ago

    Indore, Madhya Pradesh, India Hirly Full time

    Job Title: Senior Sales Executive - Real EstateExperience: 5+ Years in Real Estate SalesEmployment Type: Full-timeCompensation: - 10L + Lucrative Sales IncentivesAbout the Company:We are a leading PropTech firm revolutionizing real estate investments through fractional ownership and institutional-grade real estate funds. Our mission is to enable investors,...

  • Senior Executive

    3 weeks ago

    Indore, Madhya Pradesh, India Hirly Full time

    Job Title: Senior Sales Executive - Real EstateExperience: 5+ Years in Real Estate SalesEmployment Type: Full-timeCompensation: - 10L + Lucrative Sales IncentivesAbout the Company:We are a leading PropTech firm revolutionizing real estate investments through fractional ownership and institutional-grade real estate funds. Our mission is to enable investors,...

  • Manager – Pre Sales B2C

    3 weeks ago

    Indore, Madhya Pradesh, India Paradise Placement Consultancy Full time

    Responsibilities : Building and managing in-house and out sourced tele sales teams. Responsible for business parameters including customer acquisition and Wealth product sales. Responsible for smooth customer on-boarding from lead conversion to account activation. Coordination with different Department to ensure smooth transition of work. Recruiting...

  • Talent Acquisition and Management Professional

    2 days ago

    Indore, Madhya Pradesh, India Alankaram Full time

    We are seeking a seasoned Talent Acquisition and Management Professional to join our team at Alankaram. The ideal candidate will have a strong background in recruitment, employee relations, and training & development, with a minimum of 15 years of experience in HR.Job Overview:The Human Resource Manager will play a pivotal role in ensuring that Alankaram's...

  • Sales Head Wealth management

    4 weeks ago

    Indore, Madhya Pradesh, India E Friend Technologies Full time

    Job DescriptionDesignation: Head- Sales & Marketing Job Location: IndoreDepartment: Sales Duration: Full TimeDirect Reporting To: Vice President AddressJob Purpose: We are looking for a dynamic, result oriented, team spirit driven and strategically astute Head- Sales and Marketing ESSENTIALLY FROM STOCK BROKING INDUSTRY BACKGROUND , who will collaborate with...

  • Social media manager

    2 days ago

    Indore, Madhya Pradesh, India Hub Of Creators Full time

    At Ho C, we understand the power of great content in today's digital age. We believe that creativity is the key to unlocking the full potential of any brand, and we strive to use it to create campaigns that engage and inspire audiences, drive results, and generate revenue. Our team of content creators and marketing professionals bring a wealth of experience...

  • Senior Manager

    2 days ago

    Indore, Madhya Pradesh, India SEROSOFT SOLUTIONS PRIVATE LIMITED Full time

    About the Role : Serosoft, Indias leading Educational ERP Software company, a Deloitte Fast 50 and ET Growth Champion is hiring a Senior Manager QA to ensure our software and systems meet the highest standards of quality and reliability. The role focuses on delivering top-notch software products aligned with customer expectations, regulatory standards, and...

  • Senior Operations Manager

    2 weeks ago

    Indore, Madhya Pradesh, India Carryfast Logistics Pvt Ltd Full time

    About Carryfast Logistics Carryfast Logistics is a leading provider of third-party logistics (3PL), Clearing and Forwarding Agent (CFA), and end-to-end supply chain services. With a focus on operational excellence and customer satisfaction, we deliver tailored logistics solutions that drive value for our clients. About the Role We are seeking an...

  • Senior Operations Manager

    2 weeks ago

    Indore, Madhya Pradesh, India Carryfast Logistics Pvt Ltd Full time

    About Carryfast LogisticsCarryfast Logistics is a leading provider of third-party logistics (3PL), Clearing and Forwarding Agent (CFA), and end-to-end supply chain services. With a focus on operational excellence and customer satisfaction, we deliver tailored logistics solutions that drive value for our clients.About the RoleWe are seeking an experienced...

  • Senior Operations Manager

    2 weeks ago

    Indore, Madhya Pradesh, India Carryfast Logistics Pvt Ltd Full time

    About Carryfast LogisticsCarryfast Logistics is a leading provider of third-party logistics (3PL), Clearing and Forwarding Agent (CFA), and end-to-end supply chain services. With a focus on operational excellence and customer satisfaction, we deliver tailored logistics solutions that drive value for our clients.About the RoleWe are seeking an experienced...

  • Senior Manager

    2 weeks ago

    Indore, Madhya Pradesh, India SEROSOFT SOLUTIONS PRIVATE LIMITED Full time

    About the Role :Serosoft, Indias leading Educational ERP Software company, a Deloitte Fast 50 and ET Growth Champion is hiring a Senior Manager QA to ensure our software and systems meet the highest standards of quality and reliability. The role focuses on delivering top-notch softwareproducts aligned with customer expectations, regulatory standards, and...

  • Senior Operations Manager

    3 weeks ago

    Indore, Madhya Pradesh, India Carryfast Logistics Pvt Ltd Full time

    About Carryfast LogisticsCarryfast Logistics is a leading provider of third-party logistics (3PL), Clearing and Forwarding Agent (CFA), and end-to-end supply chain services. With a focus on operational excellence and customer satisfaction, we deliver tailored logistics solutions that drive value for our clients.About the RoleWe are seeking an experienced...

  • Senior Operations Manager

    6 days ago

    Indore, Madhya Pradesh, India Carryfast Logistics Pvt Ltd Full time

    About Carryfast LogisticsCarryfast Logistics is a leading provider of third-party logistics (3PL), Clearing and Forwarding Agent (CFA), and end-to-end supply chain services. With a focus on operational excellence and customer satisfaction, we deliver tailored logistics solutions that drive value for our clients.About the RoleWe are seeking an experienced...