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 MicroMitti’s 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 MicroMitti's curated offerings: fractional units, SIP-based land models, institutional-grade real estate portfolios, and direct participation in development-linked assets.
experience
15 ... 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 MicroMitti’s 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 MicroMitti's curated offerings: fractional units, SIP-based land models, institutional-grade real estate portfolios, and direct participation in development-linked assets.
experience
15