High Net Worth Investor Acquisition Specialist

2 days ago

Vizag, Andhra Pradesh, India beBeeInvestment Full time ₹ 50,00,000 - ₹ 1,00,00,000
Job Title:

Wealth Consultant

About the Role:

This role focuses on building a qualified pipeline of investors for our Real Estate Fund. We are seeking a motivated Wealth Consultant with 1–3 years of experience in lead generation from High Net-Worth Individuals (HNIs). This professional will be responsible for identifying and reaching out to HNI clients interested in real estate investments.

Key Responsibilities:
  • Lead Generation & Prospecting: 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.
Required Skills and Qualifications:
  • 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.

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