High Net Worth Transaction Specialist

7 days ago


Mumbai, Maharashtra, India beBeeLuxury Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

Job Opportunity:

We are seeking a seasoned professional to assume the role of Transaction Manager in our luxury real estate division. The ideal candidate will possess strong negotiation, interpersonal, and communication skills.

Key Responsibilities:

  • Transaction Coordination: Oversee the entire closing process ensuring all timelines are met and necessary documents are prepared and reviewed.
  • Legal Compliance: Ensure accurate and complete legal documents and contracts comply with relevant regulations.
  • Financial Oversight: Coordinate with lenders and other parties to facilitate smooth financial transactions.
  • Client Communication: Act as primary point of contact for clients providing updates and addressing concerns.
  • Document Management: Maintain organized and secure files of transaction documents.
  • Problem Solving: Identify potential issues and proactively resolve them.
  • Collaboration: Work closely with real estate agents and stakeholders to ensure effective communication and cooperation.
  • Quality Assurance: Review closing documents for accuracy and completeness before finalizing transactions.
  • Process Improvement: Continuously evaluate and suggest improvements to closing processes.

Requirements:

  • Bachelor's degree (business, marketing, or real estate) with MBA or relevant advanced degree preferred.
  • 2-3 years of experience in high-value sales or luxury real estate with proven track record of successful closures.
  • Exceptional negotiation, interpersonal, and communication skills.
  • Proficient with CRM systems and sales analytics tools.
  • Client-centric mindset, strategic thinker, and proactive problem-solver.
  • Familiarity with luxury real estate dynamics and high-net-worth client expectations.


  • Mumbai, Maharashtra, India beBeeRelationship Full time ₹ 15,00,000 - ₹ 20,00,000

    Relationship Manager - High Net Worth">We are seeking an experienced Relationship Manager to join our team. The successful candidate will be responsible for acquiring and managing high net worth relationships, generating revenue through equity broking, mutual funds, portfolio management services, and alternative investment funds.Responsible for establishing...


  • Mumbai, Maharashtra, India beBeeAdvisor Full time ₹ 20,00,000 - ₹ 25,50,000

    Opportunity OverviewCyanous Software offers a dynamic platform for high-performing professionals focused on wealth creation and long-term client relationships.Our Private Client Group specializes in providing personalized investment advisory and trading services to High Net Worth (HNI) and Ultra High Net Worth Individuals (UHNI).Role SummaryWe are seeking an...


  • Mumbai, Maharashtra, India beBeeLeadership Full time ₹ 30,00,000 - ₹ 40,00,000

    We are seeking an experienced and result-driven professional to lead our High Net Worth Desk in Mumbai.This is a senior leadership role with full responsibility for business development, client servicing, team management, and P&L ownership of the High Net Worth Desk.


  • Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 1,50,00,000

    We are seeking a seasoned investment professional to spearhead our high-net-worth individual outreach efforts. As an Associate Partner, you will be responsible for developing and executing strategic plans to attract new investors from the HNI segment.Key Responsibilities:Draft and implement targeted strategies to identify and engage with potential...


  • Mumbai, Maharashtra, India beBeeBusiness Full time ₹ 30,00,000 - ₹ 50,00,000

    Strategic Business Development ManagerWe are seeking a highly skilled and experienced Strategic Business Development Manager to drive our growth strategy forward. As a key member of our team, you will be responsible for acquiring, managing, and servicing high net worth individuals by offering a wide range of wealth management solutions.The ideal candidate...


  • Mumbai, Maharashtra, India beBeeWealth Full time ₹ 1,80,00,000 - ₹ 2,50,00,000

    We are seeking an experienced Senior Wealth Relationship Manager to fill a high-profile position within our organization.Job Summary:This role requires a strong understanding of wealth management principles and excellent communication skills, with the ability to develop and maintain relationships with high net worth individuals and families.Key...


  • Mumbai, Maharashtra, India beBeeWealth Full time ₹ 22,00,000 - ₹ 2,20,00,000

    Senior Wealth Professional OpportunityWe are seeking a high-achieving Senior Wealth Manager to join our esteemed organization in Mumbai. As a seasoned professional with wealth products selling experience from banks, NBFCs, or other financial institutions, you will be responsible for acquiring new clients, generating revenue, and maintaining relationships...


  • Navi Mumbai, Maharashtra, India beBeeLeadership Full time ₹ 12,00,000 - ₹ 36,00,000

    Lead Sales Professional - HNI Equity BrokerWe are looking for an accomplished leader to spearhead our high-net-worth sales team in equity broking.In this key leadership role, you will be responsible for acquiring relationships with high-net-worth individuals, managing a dynamic team of sales professionals, and driving significant growth by delivering expert...


  • Mumbai, Maharashtra, India beBeeTeam Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    We are looking for an experienced professional to fill a high-level role within our organization. The position of Team Leader is available, offering the right candidate a challenging and rewarding career opportunity.The successful candidate will be responsible for maintaining strong relationships with clients, advising on investment opportunities, and...


  • Mumbai, Maharashtra, India beBeeFinancial Full time ₹ 1,04,000 - ₹ 1,30,878

    Job OpportunityThe Assistant Vice President, Treasures Private Client role involves overseeing a portfolio of high-net-worth clients and providing personalized investment strategies. This position requires a deep understanding of the financial markets and strong relationship-building skills.Main ResponsibilitiesManage and grow a portfolio of high-net-worth...