Wealth Advisor

19 hours ago

Pune, Maharashtra, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 17,50,000
Financial Acquisition Specialist

A highly motivated Financial Acquisition Specialist with 1-3 years of experience in lead generation from High Net-Worth Individuals (HNIs) is sought after to build a qualified pipeline of investors for the Real Estate Fund.

Main Responsibilities
  • Generate leads through calls, emails, networking, and referrals.
  • Identify and reach out to HNI clients interested in real estate investments.
  • Build and maintain a strong pipeline of qualified HNI prospects for the Real Estate Fund.
  • 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.
Key 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 plus).
  • Familiarity with CRM tools and financial products.

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