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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' portfolios 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 through one-on-one marketing & events/networking platforms
- Knowledge owner: Read & internalize 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 an advisory/relationship manager role
- Experience in hiring/mentoring AMFI/IRDA/Real Estate/Referral agent community
Added Advantage:
- NRI client/market exposure is an added advantage
- Experience in concept selling – financial & real estate products
- Sales / Distribution experience in fintech/proptech start-ups/firms/Wealth firms
Preferred Candidate Profile:
- The 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