
Real Estate Investment Lead Generator
10 hours ago
Job Overview:
We are seeking a motivated and results-driven Wealth Consultant to join our team in generating leads, building pipelines, and identifying High Net-Worth Individuals (HNIs) interested in real estate investments.
Key Responsibilities:
- Generate leads through calls, emails, networking, and referrals to identify HNIs for the Real Estate Fund.
- Build and maintain a strong pipeline of qualified prospects for the fund.
- Conduct initial conversations with HNIs to understand investment appetite and suitability.
- Educate HNIs about the Real Estate Fund structure, benefits, and value proposition.
- Schedule meetings for senior managers or advisors to close opportunities.
- Stay updated on wealth management trends to identify opportunities.
- Research HNI behavior and preferences to tailor outreach.
- Track leads, interactions, and conversion progress in the CRM system.
- Provide weekly reports on generated leads, scheduled meetings, and pipeline movement.
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, preferably in Real Estate or Investment Funds.
- Excellent communication and relationship-building skills.
- Target-driven, persistent, and able to work independently.
- Familiarity with CRM tools and financial products.
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