Wealth Manager- Real estate sales

5 - 9 years

0 Lacs

Posted:3 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You will be working as a Wealth Manager - Real Estate Sales at myfollo.com, a technology brand of Valion P.R.E.F.O. that aims to revolutionize the Real Estate Advisory and Transactions business through its "Aggregate, Control & Transact" model. With a decade of experience, Valion P.R.E.F.O. has established itself as a trusted partner to numerous companies and families in India and Singapore. Your responsibilities as a Wealth Manager will include: - Conducting financial planning and investment management - Overseeing real estate transactions - Interacting with clients to understand their financial objectives - Providing guidance on investment strategies - Conducting financial analysis - Managing property transactions efficiently - Educating clients on insurance options - Ensuring that clients" financial portfolio aligns with their long-term goals To excel in this role, you should possess: - Skills in Financial Planning, Finance, and Insurance - Expertise in Investment Management - In-depth understanding of real estate markets and property management - Strong customer service and relationship management abilities - Exceptional written and verbal communication skills - Ability to work autonomously and take a proactive approach in engaging with clients - Prior experience in real estate sales or related fields would be advantageous - A Bachelor's degree in Finance, Business Administration, or a related field is required,

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