Investment Manager

Job Title: Investment Manager

Company: Square Yards

Role Overview

As an Investment Manager, you will be responsible for advising clients on real estate and financial investment opportunities, driving revenue through client acquisition, and managing relationships with high-potential investors. The role blends sales, advisory, and market expertise.

Key Responsibilities

• Identify and acquire new clients interested in real estate and investment opportunities

• Promote residential, commercial, and global property investment options

• Provide advisory services on wealth creation through real estate and allied products

• Conduct outbound calls, meetings, and presentations to prospective investors

• Understand client needs and recommend suitable investment plans

• Maintain a strong sales pipeline and track leads via CRM tools

• Coordinate with developers, internal teams, and channel partners

• Achieve monthly and quarterly revenue targets

• Stay updated on property market trends, pricing, and competitor offerings

Required Skills & Qualifications

• Bachelor’s degree in Business, Finance, Real Estate, or related field

• 2–6 years of experience in real estate sales, investment advisory, or wealth management

• Strong sales, negotiation, and closing skills

• Excellent communication and interpersonal abilities

• Knowledge of real estate markets and investment products

• Ability to handle HNI/UHNI clients is a plus

• Comfortable with cold calling and lead generation

Preferred Experience

• Experience in real estate consulting firms, brokerage, or fintech platforms

• Exposure to international property sales or NRI clients

• Understanding of home loans, mortgages, or portfolio diversification

Key Performance Indicators (KPIs)

• Revenue generated from property sales

• Number of deals closed

• Lead-to-conversion ratio

• Client acquisition and retention rates

Compensation

• Fixed salary + high-performance incentives

• Quarterly/annual bonuses based on targets

• Potential perks: travel incentives, rewards, recognition programs

Work Environment

• High-growth, target-driven environment

• Client-facing role with frequent meetings and site visits

• Opportunity to work with premium real estate developers and investors

If you want, I can refine this further for:

• Bangalore-specific hiring version

• Freshers vs experienced candidates

• Or turn it into a resume bullet points version for interview prep

• It is a Full Time Sales / Business Development job for candidates with 6 months - 3 years of experience.