Manager Wealth and Investor Relation

Manager – Wealth & Investor Relationships | ALYF

Job Location-Chembur Mumbai.

Role purpose

ALYF is seeking a finance-savvy, relationship-driven professional to build and manage investor

relationships for its second-home real estate business.

The person will help prospective buyers understand ALYF's offering through both a lifestyle and

investment lens—building credibility, addressing financial questions and guiding clients from

initial interest through purchase and ongoing engagement.

Key responsibilities

● Understand investor needs: Identify each client's objectives, budget, investment

horizon, liquidity needs and expectations around personal use and rental income.

● Build investment credibility: Explain ownership structures, purchase costs, operating

expenses, potential rental income, appreciation assumptions and exit considerations

clearly, using verified project information.

● Develop investor relationships: Acquire and nurture relationships with affluent

individuals, HNIs, entrepreneurs, senior professionals and NRIs.

● Build referral networks: Develop partnerships with wealth managers, private bankers,

financial professionals and relevant business communities to generate qualified

introductions.

● Drive sales conversion: Own qualified investor relationships from discovery and

presentations through site visits, negotiations and booking, working closely with regional

sales teams.

● Create persuasive investor material: Partner with Finance, Sales and Marketing to

develop project comparisons, investment summaries, FAQs and financial scenarios with

clearly stated assumptions.

● Strengthen long-term trust: Coordinate with CRM and operations to provide timely

updates, resolve concerns and encourage repeat purchases and referrals.

● Maintain a disciplined pipeline: Track investor preferences, lead sources, follow-ups,

objections and conversion stages in Zoho CRM.

● Bring market intelligence: Share investor feedback, competitor insights and recurring

objections to improve ALYF's positioning and offering.

Ideal candidate

● Experience in wealth management, private banking, priority banking, investment

relationship management or premium real estate sales.

● Strong financial understanding and the ability to explain complex concepts in simple,

credible language.

● Confidence engaging affluent clients and understanding their decision-making priorities.

● Evidence of relationship-led acquisition, client retention or sales conversion.

● Ability to build referral partnerships; an existing relevant network is an advantage.

● A consultative approach, strong follow-through and comfort working with CRM and sales

data.

● Interest in real estate, hospitality and second-home ownership.

Success measures

● Qualified investor pipeline and its progression to bookings.

● Booking value and collections from assigned relationships.

● Conversion rate and time taken to close.

● Productive referral partnerships and partner-sourced business.

● Repeat purchases, client referrals and relationship satisfaction.

● Accuracy of investor communication and discipline in CRM updates.

Expected contribution in the first 90 days

Learn ALYF's projects and ownership proposition, develop a clear investor pitch and FAQ,

establish a qualified prospect and referral pipeline, and progress opportunities towards

bookings.