Real Estate Investment Specialist

9 hours ago


Belgaum, Karnataka, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 2,00,00,000
Senior Wealth Consultant Job

A key role has emerged in our organization, focusing on high net worth individuals (HNIs) for real estate investments.

Job Responsibilities:
  • Leads and prospecting: Identify HNI clients interested in real estate investments, generate leads through calls, emails, networking, and referrals, and build a strong pipeline of qualified prospects.
  • Client engagement: Conduct initial conversations to understand investment appetite and suitability, educate prospects about the fund structure, benefits, and value proposition, and schedule meetings for senior wealth managers or investment advisors to close opportunities.
  • Market intelligence: Stay updated on industry trends, research investor behavior and preferences to tailor outreach, and identify opportunities.
  • Reporting and collaboration: Track leads, interactions, and conversion progress in the CRM system, provide weekly reports on generated leads, scheduled meetings, and pipeline movement, and work with business development and fundraising teams to achieve targets.
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.
  • Experience with HNI client acquisition, preferably in real estate or investment funds.
  • 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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