Senior Investor Liaison

3 days ago


Coimbatore, Tamil Nadu, India beBeeWealth Full time ₹ 15,00,000 - ₹ 20,00,000
Job Title:

Wealth Consultant


Job Description:

About the Opportunity:

We are seeking a motivated and results-driven Wealth Consultant to join our team. As a key member of our sales team, you will be responsible for building a qualified pipeline of investors for our Real Estate Fund.

The ideal candidate will have experience in financial services, wealth management, or investment products, and a strong ability to identify, connect with, and qualify High Net Worth Individuals (HNIs).

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.

  • Market Intelligence

  • Stay updated on wealth management, investment, and real estate trends to identify opportunities.

  • Research HNI investor behavior and preferences to tailor outreach.

  • Reporting & Collaboration

  • Track leads, interactions, and conversion progress in the CRM system.

  • Provide weekly reports on leads generated, meetings scheduled, and pipeline movement.

  • Work closely with the Business Development and Fundraising teams to achieve targets.

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