Relationship Manager
Core
Engage warm leads via outbound calls to understand property goals and guide prospects toward investment opportunities by booking consultations with Sales Consultants.
Role type
Client-facing relationship manager (appointment setting)
Builds
Property investment consultation pipeline for Australian clients
Domain
Real estate investment / Wealth management
Deliverable
client delivery
Required skills
outbound calling, client engagement, property investment knowledge, appointment scheduling, CRM management, active listening
Preferred skills
results orientation, self-motivation, strong communication
Responsibilities
Engage warm leads from CRM via outbound calls, build relationships by understanding client goals, educate prospects on property investment opportunities, answer initial service questions, coordinate appointments with Sales Consultants, maintain detailed CRM records, develop knowledge of market trends
