Expert Investor Acquisitions Specialist

10 hours ago

Anand, Gujarat, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000
Wealth Consultant Role

Our organization is seeking a highly motivated wealth consultant with 1–3 years of experience in lead generation from high net-worth individuals (HNIs). This role focuses on building a qualified pipeline of investors for our real estate fund. The ideal candidate will have strong communication and relationship-building skills, as well as the ability to work independently.

Key Responsibilities
  • Lead Generation & Prospecting:
    • Identify and reach out to HNI clients interested in real estate investments.
    • Generate leads through calls, emails, networking, and referrals.
  • 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.
Requirements
  • A graduate 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.
  • Strong communication and relationship-building skills.
  • Target-driven, persistent, and able to work independently.
  • Familiarity with CRM tools and financial products.

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