Wealth Manager
Wealth Manager
Posted on :
18-08-2025
Employer Active
1 Vacancy
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Job Description
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 trustmarket insight and value-driven conversations.
Real Estate Investment Advisory: Consult clients on Organization 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.
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.
CRM & Compliance Discipline: Keep all interactions documents and pipeline status updated in CRM. Ensure full alignment with legal and compliance processes for fund flow and onboarding.
Feedback Loop & Market Intelligence: Provide investor feedback to leadership and contribute to refining investment products and messaging.
Employment Type
Full-time
Key Skills
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