Strategic Investor Relations Specialist

4 days ago

Meerut, Uttar Pradesh, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 15,00,000
Job Opportunity: Wealth Consultant">

We are seeking a highly motivated and experienced Wealth Consultant to join our team. The successful candidate will have 1-3 years of experience in lead generation from High Net-Worth Individuals (HNIs) and a proven track record of building qualified pipelines of investors for real estate funds.

Key Responsibilities:">
  • ">
  • Lead Generation & Prospecting">
  • Identify and reach out to HNI clients interested in real estate investments, utilizing effective communication and relationship-building skills.">
  • Generate leads through calls, emails, networking, and referrals, maintaining 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, providing personalized solutions tailored to their needs.">
  • Educate prospects about the Real Estate Fund structure, benefits, and value proposition, highlighting its competitive advantages.">
  • Schedule meetings for senior Wealth Managers or Investment Advisors to close opportunities, fostering strong relationships with key stakeholders.">
  • Market Intelligence">
  • Stay updated on wealth management, investment, and real estate trends to identify emerging opportunities and stay ahead of the competition.">
  • Research HNI investor behavior and preferences to tailor outreach efforts, maximizing results and driving business growth.">
  • Reporting & Collaboration">
  • Track leads, interactions, and conversion progress in the CRM system, providing regular updates and insights to inform business decisions.">
  • Work closely with the Business Development and Fundraising teams to achieve targets, leveraging collective expertise and resources to drive success.">
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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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What We Offer:

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A dynamic and challenging role in a fast-paced industry, offering opportunities for professional growth and development. A competitive salary and benefits package, including [insert details].

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