Senior Investment Liaison

2 weeks ago


Malappuram, Kerala, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000
Client Relationship Manager Position

The Client Relationship Manager plays a pivotal role in supporting our client acquisition and conversion strategy.

This position is responsible for identifying and nurturing new clients through personal networks and marketing channels, guiding prospects through the registration process, and educating them about the investment model to ensure successful conversions.

  • Establish relationships with potential investors through own network (HNIs, professionals, NRIs, etc.).
  • Pitch the investment model via webinars, online sessions, or face-to-face meetings.
  • Develop a steady pipeline of qualified prospects interested in fractional real estate investments.

To succeed in this position, you will need:

  • 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.
  • Familiarity with investment products and basic financial concepts.
  • Comfort with digital tools and mobile-based apps.

We are seeking candidates who possess excellent communication and negotiation skills, ability to work under pressure, and willingness to continuously learn and improve. If you have a passion for building long-term relationships and driving business growth, we encourage you to apply.


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