High Net Worth Investor Liaison

2 weeks ago

Thrissur, Kerala, India beBeeWealth Full time ₹ 80,00,000 - ₹ 1,20,00,000

About this role:

We are seeking a skilled wealth management professional to lead our Real Estate Fund team. The ideal candidate will have a strong ability to identify and qualify High Net Worth Individual (HNI) prospects.

Key Responsibilities:
  • Lead generation and 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 pipeline of qualified HNI prospects for the Real Estate Fund
  • Client engagement
  • Conduct initial conversations with prospects to understand their 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 and collaboration
  • Track leads, interactions, and conversion progress in the CRM system
  • Provide weekly reports on leads generated, meetings scheduled, and pipeline movement
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)
  • 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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