Full Basket Property - Relationship Manager

Overview

Manage HNI & corporate client relationships, provide investment advice, acquire new clients.

Key Responsibilities

• client acquisition
• client servicing
• broking execution
• market research
• investment opportunities

Tasks

-Track the above set of clientele in the market for new client acquisition. -The Relationship Manager will be responsible for acquiring & servicing HNIs, family offices, corporates, NRIs, PMS and AIFs for their equity & derivative broking execution requirements. -To read, research and update themselves on available investment opportunities in the market.

Requirements

• cfa
• mba
• analytical
• client management
• 4 years
• financial acumen

What You Bring

-Ability to advice clients on their investments based on analysis of facts in consultation with equity research team and managing their overall financial portfolio and deepening the wallet from existing clients. -Ability to cross sell other financial products showcased by the wealth team. -Financial Acumen, analytical thinking with an aptitude for relationship management. -Minimum 4 years' of client relationship experience Mcom, MBA, CA, CFA

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About Full Basket Property Services Pvt Ltd

-Founded in 2014 in Bangalore, the firm was created to solve the pain points of property hunting in India. -Grew steadily to an estimated revenue reflecting strong performance in core markets. -Specialises in consulting, sales and marketing for residential and commercial real estate across major Indian cities. -Manages typical projects including mid‑ to high‑end apartments, villas, and commercial space developments. -Operates across Bangalore, Chennai, Hyderabad, Pune and Goa, curating hundreds of listings per city. -Known for a seamless end‑to‑end property journey—from search and legal support to final handover. -Maintains a spirited culture with regular training, seminars and team events that bond field and office staff. -Backed by local banking relationships (e.g. HDFC), and filed annual returns through March 2023.

Sector Specialisms