Senior Wealth Management Professional

4 days ago

Vijayawada, Andhra Pradesh, India beBeeWealth Full time ₹ 8,00,000 - ₹ 12,00,000

About this role

Job Description:

We are seeking a highly motivated and experienced wealth management 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.

  • 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
Key Responsibilities:
  1. Client Engagement
  2. Educate prospects about the Real Estate Fund structure, benefits, and value proposition
  3. Schedule meetings for senior Wealth Managers or Investment Advisors to close opportunities
  4. Market Intelligence
  5. Stay updated on wealth management, investment, and real estate trends to identify opportunities
  6. Research HNI investor behavior and preferences to tailor outreach
  7. Reporting & Collaboration
  8. Track leads, interactions, and conversion progress in the CRM system

To succeed in this role, you will need to have excellent communication and relationship-building skills, be target-driven and persistent, and able to work independently. You will also need to have familiarity with CRM tools and financial products.

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)
  • Strong ability to identify, connect with, and qualify HNI prospects

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