Purpose: Fill top-of-funnel, manage follow-ups, keep CRM perfect. Convert pre-qualified HNIs into funded investors. Responsibilities: Research qualified LPs/month, enrich records, trigger outreach. Join first calls, own all follow-ups, tailor decks and performance tables. Track LP preference shifts; suggest product tweaks. KPIs: Qualified LPs added Reply % Follow-up SLA 48 h. Targets: Weekly 20 qualified calls & demos; 40+ follow ups, monthly beat quota by 5 %. Quarterly (Asset Value ≤ INR 50 Crores ), Alt. Units: Weekly 20 Retail LPs, 40+ follow ups; Close ≥ 1 property ( Asset Value ≤ INR 10 Crores ), Minimum Hire Profile: 2-5 yrs sales in Finance / Fintech / Wealth-tech; Excel, HubSpot, LinkedIn Sales-Nav; impeccable writing.
Job Title
Real Estate Investment Advisory Associate