AVP - Investments & Partnerships

1 week ago


Mumbai, Maharashtra, India Efficiencie Tech Solutions LLP Full time

Role: AVP – Investments & Partnerships

Budget: Up to 15 LPA

Reporting to Team Lead - Investments & Partnerships

Responsibilities:

  • Acquire new HNI clients for Fractional Ownership investments
  • Manage and convert inbound and outbound leads from various marketing sources
  • Channel Partner acquisition: Acquire and farm channel partners to build AUM of pre-leased commercial real estate, AIF, FOF and fractional CRE products through channel partners
  • Relationship Management: Service existing investors portfolio and generate references
  • Farming: Acquire, establish, maintain, and deepen relationships with channel partners/distributors (Individual financial advisors, real estate brokers, wealth managers, etc.) to distribute hBits products
  • Brand building: Be the brand ambassador and spread awareness on fraction ownership and hBits by one-on-one marketing & events/networking platforms
  • Knowledge owner: Read & internalize relevant market information, news, research papers etc to represent expertise to B2B & B2C clients. Raise capital from HNIs + mass affluent customers for investment in commercial real estate.

Skill set:

  • Client acquisition and relationship management
  • Good communication and presentation skills
  • Existing experience in dealing with HNI/UHNI clients in advisory/relationship manager role
  • Experience in hiring/mentoring AMFI/IRDA/Real Estate/Referral agent community

Added Advantage:

  • NRI client/market exposure is an added advantage
  • Experience in concept selling – financial & real estate products
  • Sales / Distribution experience in fintech/proptech start ups/firms/Wealth firms

Desired Candidate Profile:

  • Application will be preferred from industries like investor relations, private wealth management, sales of financial products
  • Candidates with commercial real estate knowledge is an advantage
  • A minimum of 2 years of relevant experience in B2B partnerships/channel sales
  • Excellent knowledge of financial products (AIF,MF, PMS etc) for investment
  • Candidates from Wealth Management Background will be preferred
  • Attention to detail, with a reliable, consistent, and positive approach to work
  • A team-oriented attitude


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