Financial Services Specialist

15 hours ago


Rajahmundry, Andhra Pradesh, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000
Role Overview:

We are seeking a skilled Investment Specialist to join our team. The ideal candidate will have experience in financial services, wealth management, or investment products.

  • Lead Generation & Prospecting
  • Identify and connect with High Net-Worth Individuals (HNIs) interested in real estate investments.
  • Generate leads through calls, emails, networking, and referrals.

The successful candidate will have a strong ability to identify, qualify, and engage HNI prospects. They will build and maintain a pipeline of qualified HNI clients for the Real Estate Fund.

  • Client Engagement
  • Conduct initial conversations with prospects to understand their 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. Our ideal candidate stays updated on wealth management trends to identify opportunities and research HNI investor behavior to tailor outreach.

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 (experience in Real Estate or Investment Funds is a strong plus).

Excellent communication and relationship-building skills are required, along with target-driven persistence and the ability to work independently. Familiarity with CRM tools and financial products is essential.



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