Role - AVP - Investments & Partnerships

Reporting to Team Lead - Investments & Partnerships

Responsibilities

Acquire new HNI clients for Fractional Ownership investments

Manage and convert inbound and outbound leads from various marketing sources

Channel Partner (CP) acquisition: Acquire and farm channel partners to build AUM of pre-

leased commercial real estate, AIF, FOF and fractional CRE products through channel

partners

Relationship Management: Service existing investors portfolio and generate references

Farming: Acquire, establish, maintain, and deepen relationships with channel

partners/distributors (Individual financial advisors, real estate brokers, wealth managers, etc.)

to distribute hBits products.

Brand building: Be the brand ambassador and spread awareness on fraction ownership

and hBits by one-on-one marketing & events/networking platforms

Knowledge owner: Read & internalise relevant market information, news, research papers

etc to represent expertise to B2B & B2C clients- Raise capital from HNIs + mass affluent

customers for investment in commercial real estate.

Skill set:

Client acquisition and relationship management

Good communication and presentation skills

Existing experience in dealing with HNI/UHNI clients in advisory/relationship manager role

Experience in hiring/mentoring AMFI/IRDA/Real Estate/Referral agent community

Added Advantage:

NRI client/market exposure is added advantage

Experience in concept selling - financial & real estate products

Sales / Distribution experience in fintech/proptech startups/firms/Wealth firms

Desired Candidate Profile:

- Application will be preferred from industries like investor relations, private wealth management, sales of financial products,

- Candidates with commercial real estate knowledge is an advantage.

- A minimum of 2 years of relevant experience in B2B partnerships/channel sales.

- Excellent knowledge of financial products for investment.

- Candidates from Wealth Management Background will be preferred.

- Attention to detail, with a reliable, consistent, and positive approach to work.

- A team-oriented attitude.