High Net Worth Investor Acquisition Specialist

6 days ago

Kanpur, Uttar Pradesh, India beBeeWealthConsultant Full time ₹ 15,00,000 - ₹ 25,00,000

We are looking for a motivated and experienced professional to join our team as a Wealth Consultant. The ideal candidate will have 1-3 years of experience in lead generation from High Net Worth Individuals (HNIs) and a strong understanding of wealth management, investment, and real estate trends.

Key Responsibilities:
  • Lead Generation & Prospecting: Identify and reach out to HNI clients interested in real estate investments through calls, emails, networking, and referrals.
  • Client Engagement: Conduct initial conversations with prospects to understand their investment appetite and suitability, educate them about the Real Estate Fund structure, benefits, and value proposition, and 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 and tailor outreach efforts.
  • Reporting & Collaboration: Track leads, interactions, and conversion progress in the CRM system and provide weekly reports on leads generated, meetings scheduled, and pipeline movement.
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.
  • Excellent communication and relationship-building skills.
  • Target-driven, persistent, and able to work independently.
  • Familiarity with CRM tools and financial products.
Benefits:

The successful candidate will have the opportunity to work with a dynamic team and contribute to the growth of the company. They will also have access to ongoing training and development opportunities to enhance their skills and knowledge.

What We Offer:

We offer a competitive salary package, comprehensive benefits, and a collaborative and supportive work environment. If you are a motivated and results-driven individual who is passionate about wealth management and real estate, we encourage you to apply for this exciting opportunity.

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