Expert Wealth Manager

2 days ago

Jodhpur, Rajasthan, India beBeeWealthConsultant Full time ₹ 7,20,000 - ₹ 10,80,000
Job Description:

We are seeking a highly motivated and experienced wealth consultant to join our team. The ideal candidate will have 1-3 years of experience in lead generation from high net worth individuals (HNIs) and be skilled in building a qualified pipeline of investors for our real estate fund.

The successful candidate will possess excellent communication and relationship-building skills, with the ability to identify, connect with, and qualify HNI prospects. They will also have experience in financial services, wealth management, or investment products, and be up-to-date on wealth management, investment, and real estate trends.

The consultant will be responsible for generating leads through calls, emails, networking, and referrals, and will work closely with the business development and fundraising teams to achieve targets.

Key Responsibilities:
  • Lead Generation & Prospecting
  • Identify and reach out to HNI clients interested in real estate investments.
  • Generate leads through calls, emails, networking, and referrals.
  • Build and maintain a strong pipeline of qualified HNI prospects for the real estate fund.
  • Client Engagement
  • Conduct initial conversations with prospects to understand investment appetite and suitability.
  • Educate prospects about the real estate fund structure, benefits, and value proposition.
  • Schedule meetings for senior wealth managers or investment advisors to close opportunities.
Requirements:
  • Graduate/Postgraduate degree in finance, business, economics, or related field.
  • 1-3 years of experience in lead generation, inside sales, or wealth consulting within BFSI, wealth management, or investment products.
  • Exposure to HNI client acquisition (experience in real estate or investment funds is a strong plus).
  • Excellent communication and relationship-building skills.
  • Target-driven, persistent, and able to work independently.
  • Familiarity with CRM tools and financial products.

We Offer:

  • A competitive salary and bonus structure.
  • A dynamic and supportive work environment.
  • Ongoing training and professional development opportunities.

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