Wealth Manager
Wealth Manager
Posted on :
18-08-2025
Employer Active
1 Vacancy
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Job Description
Job Title: Wealth Manager
Location: Indore (On-site)
Department: Sales & Real Estate Investments
Reporting To: Financial Manager / CEO
Key Responsibilities (KRAs):
Investor Origination & Outreach:
Identify approach and pitch to HNI/UHNI investors family offices wealth firms investment bankers and AIF Cat-II fund managers. Build relationships through trust market insight and value-driven conversations
Real Estate Investment Advisory:
Consult clients on MicroMittis co-investment offerings explaining structure returns exit planning and the India Tier 2 growth story backed by land appreciation.
Client Meetups & Closures:
Conduct 25 meaningful meetings per month-physical or virtual-with top-end investors and fund decision-makers. Take full ownership from interest to investment.
Portfolio Building & Cross-Selling:
Help investors diversify across MicroMittis curated offerings: fractional units SIP-based land models institutional-grade real estate portfolios and direct participation in development-linked assets.
Employment Type
Full-time
Key Skills
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