Wealth Manager- Real estate sales

Company Description

myfollo.com, a technology brand of Valion P.R.E.F.O., aspires to revolutionize the Real Estate Advisory and Transactions business with its "Aggregate, Control & Transact" model. By engaging landlords, property owners, and developers online, myfollo.com optimizes distribution channels to efficiently manage and transact real estate inventory. With a decade of experience, Valion P.R.E.F.O. is a trusted partner to over 350 companies and 1700+ families in India and Singapore, managing combined investments and assets worth over INR. 9600 crores. The innovative myfollo.com platform provides personalized dashboard updates, ensuring users are informed about their property performance and transaction status.

Role Description

This is a full-time on-site role for a Wealth Manager - Real Estate Sales based in Gurugram. The Wealth Manager will be responsible for financial planning, managing investments, and handling real estate transactions. Daily tasks include engaging with clients to understand their financial goals, advising on investment strategies, performing financial analysis, and managing property transactions efficiently. The role also involves educating clients about insurance options and ensuring their financial portfolio aligns with their long-term objectives.

Qualifications

• Financial Planning, Finance, and Insurance skills
• Investment Management and Investments skills
• Excellent understanding of real estate markets and property management
• Strong customer service and relationship management skills
• Excellent written and verbal communication skills
• Ability to work independently and be proactive in client engagement
• Experience in real estate sales or related fields is a plus
• Bachelor's degree in Finance, Business Administration, or related field