Wealth Management Professional

17 hours ago

Kollam, Kerala, India beBeeInvestment Full time ₹ 11,82,000 - ₹ 12,13,500
Senior Investment Liaison Role

About the Position:

We are seeking a skilled and motivated professional with 1–3 years of experience in lead generation from High Net-Worth Individuals (HNIs). This role is specifically focused on 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 HNI prospects.

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.
Required Skills and Qualifications:
  • 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.
Benefits:

By joining our team, you will have the opportunity to work with a dynamic and growing organization that values innovation, collaboration, and excellence. You will also have access to ongoing training and development opportunities to enhance your skills and knowledge.

Others:

As a Senior Investment Liaison, you will be part of a talented team dedicated to delivering exceptional results and exceeding expectations. You will have the chance to make a meaningful impact and contribute to the growth and success of our Real Estate Fund.

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