Relationship Advocate

21 hours ago

Ahmedabad, Gujarat, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,00,00,000
Job Description:

A relationship manager is required to support client acquisition and conversion strategy. This role involves scouting and sourcing new clients through personal networks and nurturing inbound leads generated via marketing channels.

Key responsibilities include identifying potential investors, organizing webinars, online sessions or face-to-face meetings to pitch the investment model, building a steady pipeline of qualified prospects interested in fractional real estate investments, following up with leads generated via marketing channels, conducting detailed consultations, driving app registrations and guiding clients through the investment process on the ShareSquare platform, developing long-term relationships with clients to encourage repeat investments and referrals, providing regular updates to investors about their property portfolios, new launches and performance, and acting as the bridge between the client and the support/operations team.

  • 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 ShareSquare's 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 the ShareSquare 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 the ShareSquare 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.
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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