Senior Portfolio Builder

7 days ago

Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000
Job Title: Relationship Manager – India

We are seeking a skilled and results-driven Relationship Manager to join our team in India. As a key member of our client acquisition and conversion strategy, you will be responsible for scouting and sourcing new clients through personal networks and nurturing inbound leads generated via our marketing channels.

You will guide prospects through the registration process, educate them about our investment model, and ensure successful conversion to active investors on our platform. This is an exciting opportunity for a motivated and proactive individual to grow their career in a rapidly expanding international company.

Key Responsibilities:
  • Client Sourcing & Prospecting
  • Identify and reach out to potential investors through your own network (HNIs, professionals, NRIs, etc.).
  • Organize webinars, online sessions, or face-to-face meetings (where possible) to pitch the investment model.
  • Build a steady pipeline of qualified prospects interested in fractional real estate investments.
  • Lead Management & Conversion
  • Follow up with leads generated via our marketing channels (social media, email, paid ads, etc.).
  • Conduct detailed consultations to explain the product offering, value proposition, and returns.
  • Drive app registrations and guide clients through the investment process on our platform.
  • Relationship Management
  • Develop long-term relationships with clients to encourage repeat investments and referrals.
  • Provide regular updates to investors about their property portfolios, new launches, and performance.
  • Act as the bridge between the client and our support/operations team.
Qualifications & Skills:
  • A bachelor's degree in business, finance, marketing, or related fields.
  • 2–4 years of experience in sales or relationship management, preferably in real estate, fintech, or wealth management.
  • Strong interpersonal skills with a persuasive and consultative selling approach.
  • An existing network of potential investors or HNIs is a strong advantage.
  • Familiarity with investment products and basic financial concepts.
  • Comfort with digital tools and mobile-based apps.
Benefits:
  • Competitive base salary + performance-based incentives.
  • Opportunity to work in a rapidly growing startup in the cross-border real estate investment space.
  • Flexible work structure with remote opportunities.
  • Career growth potential in an expanding international company.

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