Strategic Investor Acquisition Specialist

2 days ago

Hubli, Karnataka, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000
Job Summary

As a Wealth Consultant, you will play a pivotal role in building a qualified pipeline of investors for our Real Estate Fund. Your primary responsibility will be to identify and engage with High Net-Worth Individuals (HNIs) who are interested in real estate investments.

Key Responsibilities:
  • Lead Generation & Prospecting: Utilize your networking skills to identify potential HNI prospects and initiate conversations to gauge their investment appetite.
  • Generate leads through strategic calls, emails, and referrals.
  • Develop and maintain a robust pipeline of qualified HNI prospects for the Real Estate Fund.
  • Client Engagement: Conduct initial consultations with prospects to assess their suitability for the fund and provide tailored information about its structure, benefits, and value proposition.
  • Schedule meetings for senior Wealth Managers or Investment Advisors to facilitate opportunities.
  • Market Intelligence: Stay abreast of market trends, investor behavior, and preferences to inform your outreach strategy.
  • Research HNI investor behavior and tailor your approach to optimize results.
  • Reporting & Collaboration: Track lead generation, interactions, and conversion progress using CRM systems and provide weekly reports to stakeholders.
  • Work closely with 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.
  • Proven track record of success in client acquisition and relationship-building.
  • Excellent communication and interpersonal skills.
  • Target-driven, persistent, and able to work independently.
  • Familiarity with CRM tools and financial products.
What We Offer:

We are committed to providing a dynamic and supportive work environment that fosters growth and development. As a Wealth Consultant, you will have access to comprehensive training programs, cutting-edge technology, and a competitive compensation package.

How to Apply:

If you are a motivated and experienced professional looking to take your career to the next level, please submit your application for this exciting opportunity.

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