Real Estate Wealth Expert

15 hours ago

Dombivli, Maharashtra, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,50,00,000

Wealth Manager Position

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Our organization seeks an experienced and driven individual to build a qualified pipeline of investors for our Real Estate Fund.

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Job Responsibilities

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  • \
  • 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\
  • 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\
  • 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\
  • Work closely with the Business Development and Fundraising teams to achieve targets\
    • \
    • 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\
      • \
      • The ideal candidate will have a strong ability to identify, connect with, and qualify HNI prospects.\
      • They will stay updated on wealth management, investment, and real estate trends to identify opportunities and research HNI investor behavior and preferences to tailor outreach.\

Key Benefits

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This role offers a unique opportunity to grow your career in wealth management and contribute to the success of our Real Estate Fund.

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What We Offer

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We provide a dynamic and supportive work environment that fosters growth, innovation, and collaboration.

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