Asset Value Management Specialist

1 week ago


Hyderabad, Telangana, India beBeeInvestment Full time ₹ 5,00,000 - ₹ 10,00,000
Real Estate Investment Advisory Associate

Objective: Facilitate top-of-funnel activities, maintain a flawless CRM database and convert pre-qualified high net worth individuals into funded investors.

Key Responsibilities:
  1. Perform thorough research to identify qualified limited partners on a monthly basis, enrich their records and trigger outreach efforts.
  2. Participate in initial calls, take ownership of follow-up activities, tailor decks and performance tables according to client preferences.
  3. Monitor shifts in limited partner preferences and suggest product improvements.
KPIs:
  1. Number of qualified limited partners added
  2. Reply percentage
  3. Follow-up Service Level Agreement (SLA) within 48 hours
Targets:
  1. Weekly targets: Conduct 20 qualified calls and demos, initiate 40+ follow-ups and meet the quota with a 5% margin; Quarterly targets: Asset value not exceeding INR 50 Crores. Alt. Units: Weekly targets - 20 Retail LPs, 40+ follow-ups; Close at least one property with an asset value not exceeding INR 10 Crores.
Ideal Candidate Profile:

A minimum of 2-5 years of sales experience in Finance, Fintech or Wealth-tech industries; Proficiency in Excel, HubSpot, LinkedIn Sales-Nav; Excellent writing skills are required for this role.



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