Senior Portfolio Manager

2 days ago

Ajmer, Rajasthan, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000
Business Development Role

We are seeking proactive, highly motivated professionals to support our client acquisition and conversion strategy.

This role involves scouting and sourcing new clients through personal networks and nurturing inbound leads generated via marketing channels.

  • Client Sourcing & Prospecting
    • Identify and reach out to potential investors through professional networks (HNIs, professionals, NRIs, etc.).
    • Organize webinars, online sessions, or face-to-face meetings (where possible) to pitch investment models.
    • Build a steady pipeline of qualified prospects interested in fractional real estate investments.
  • Lead Management & Conversion
    • Follow up with leads generated via marketing channels (social media, email, paid ads, etc.).
    • Conduct detailed consultations to explain product offerings, value propositions, and returns.
    • Drive app registrations and guide clients through the investment process on the platform.
  • Relationship Management
    • Develop long-term relationships with clients to encourage repeat investments and referrals.
    • Provide regular updates to investors about property portfolios, new launches, and performance.
    • Act as the bridge between the client and the support/operations team.
    Qualifications & Skills:
    • 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.
    • 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.

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