Strategic Asset Advisor

3 days ago

Alwar, Rajasthan, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,20,00,000
Real Estate Investment Opportunities

We are seeking a motivated individual to fill the role of Wealth Consultant, with 1–3 years of experience in lead generation from High Net-Worth Individuals (HNIs). This position is specifically focused on building a qualified pipeline of investors for our Real Estate Fund. The ideal candidate will have experience in financial services, wealth management, or investment products, and a strong ability to identify, connect with, and qualify HNI prospects.

Key Responsibilities
  • Lead Generation & Prospecting: Generate leads through calls, emails, networking, and referrals to build and maintain a strong pipeline of qualified HNI prospects for the Real Estate Fund.
  • 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, 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, 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, and 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.

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