Portfolio Relationship Manager

Job Description

Portfolio Relationship Manager (PRM)This person is more like a real estate financial advisor or wealth manager. Handle the entire collection of properties (portfolio) for each client. Give advice on how to grow the clients property wealth when to sell, where to invest next, which project gives better returns, etc. Maintain long-term relationships with HNI clients. Study market trends, rental income, and appreciation to guide clients. Focus is on asset growth, not just single property sales. Example: A client owns 3 flats, 1 office space, and 2 plots. The PRM manages all these properties advises which one to sell, where to reinvest, tracks rent collection, and ensures their total property value increases year by year.So this role is portfolio-based, meaning it deals with multiple properties and long-term planning.

Keyskills :
wealth managementportfolio management