Wealth Investment Specialist

1 week ago

Udaipur, Rajasthan, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000
Job Title: Wealth Investment Specialist

We are seeking a driven and experienced wealth investment specialist with 2-4 years of experience in high net worth individual lead generation. The ideal candidate will have a strong ability to identify, connect with, and qualify HNI prospects.

About the Role

This role is focused on building a qualified pipeline of investors for our real estate fund. Key responsibilities include:

  • 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 Requirements:

The ideal candidate will possess:

  • Graduate/Postgraduate degree in finance, business, economics, or related field.
  • 2-4 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 plus).
  • Excellent communication and relationship-building skills.
  • Target-driven, persistent, and able to work independently.
  • Familiarity with CRM tools and financial products.
Why This Role Matters

This role plays a crucial part in driving the success of our real estate fund. By building a strong pipeline of qualified investors, you will be contributing to the growth and expansion of our business.

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