Strategic Investor Relations Specialist

5 days ago

Jaipur, Rajasthan, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000
Wealth Consultant

Our organization is seeking a motivated and experienced professional to fill the role of Wealth Consultant. This position requires 1–3 years of experience in lead generation from High Net-Worth Individuals (HNIs) and involves building a qualified pipeline of investors for our Real Estate Fund.

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.
  • 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.
  • 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.
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.

What We Offer

A challenging and rewarding career opportunity in a dynamic and growing industry, excellent compensation and benefits package, and a collaborative and supportive work environment.

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