Sales Investments

3 days ago

Mumbai, Maharashtra, India Search Advisers Services Guj Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Role AVP – Investments & Partnerships

Reporting to Team Lead - Investments & Partnerships

Responsibilities


• Acquire new HNI clients for Fractional Ownership investments


• Manage and convert inbound and outbound leads from various marketing sources


• Channel Partner(CP) acquisition: Acquire and farm channel partners to build AUM of pre

leased commercial real estate, AIF, FOF and fractional CRE products through channel

partners


• Relationship Management: Service existing investors portfolio and generate references


• Farming: Acquire, establish, maintain, and deepen relationships with channel

partners/distributors (Individual financial advisors, real estate brokers, wealth managers, etc.)

to distribute hBits products.


• Brand building: Be the brand ambassador and spread awareness on fraction ownership

and hBits by one-on-one marketing & events/networking platforms


• Knowledge owner: Read & internalise relevant market information, news, research papers

etc to represent expertise to B2B & B2C clients
• Raise capital from HNIs + mass affluent

customers for investment in commercial real estate.

Skill set:


• Client acquisition and relationship management


• Good communication and presentation skills


• Existing experience in dealing with HNI/UHNI clients in advisory/relationship manager role


• Experience in hiring/mentoring AMFI/IRDA/Real Estate/Referral agent community

Added Advantage:


• NRI client/market exposure is added advantage


• Experience in concept selling – financial & real estate products


• Sales / Distribution experience in fintech/proptech start ups/firms/Wealth firms

Desired Candidate Profile:

  • Application will be preferred from industries like investor relations, private wealth

management, sales of financial products,

  • Candidates with commercial real estate knowledge is an advantage.
  • A minimum of 2 years of relevant experience in B2B partnerships/channel sales.
  • Excellent knowledge of financial products for investment.
  • Candidates from Wealth Management Background will be preferred.
  • Attention to detail, with a reliable, consistent, and positive approach to work.
  • A team-oriented attitude.

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