Business Development Executive - HNI Investments
Bengaluru
Role Overview
We are seeking a dynamic and client - focused professional to join our Private Wealth - Real Estate
team. The role involves sourcing and engaging with High Net-Worth Individuals (HNIs), identifying
investment opportunities across residential and commercial real estate sectors, and supporting
the team in business development, investor presentations, and client meetings.
Key Responsibilities
- Identify and connect with HNI clients and investors
- Generate new business opportunities through calls, networking and client meetings
- Source residential and commercial properties for investment
- Database management & data verification.
- Conduct property site visits and assist clients during property evaluations
- Prepare client presentations, investment proposals, and property reports
- Maintain regular follow-ups with clients and ensure a smooth investment experience
Key Skills & Competencies
- Strong networking and relationship-building abilities
- Ability to understand client requirements and provide suitable investment options
- Basic understanding of the real estate market
- Proficiency in MS Excel, PowerPoint, and Word
- Self-driven, confident, and willing to meet clients and travel for site visits.
Educational Qualifications