Financial Expert

2 days ago

Anantapur, Andhra Pradesh, India beBeeWealth Full time ₹ 1,20,00,000 - ₹ 2,01,00,000
Job Opportunity:

We are seeking a skilled professional to join our team as a Wealth Advisor. This is an exciting opportunity for someone who is passionate about helping high net worth individuals achieve their financial goals.

About the Role:
  • This role involves generating leads through various channels, identifying potential clients, and building relationships with them.
  • The ideal candidate will have excellent communication skills, be target-driven, and persistent in pursuing new opportunities.
  • We are looking for someone with 1-3 years of experience in lead generation, inside sales, or wealth consulting within the BFSI sector.
Key Responsibilities:
  1. Conduct initial conversations with prospects to understand their investment appetite and suitability.
  2. Educate prospects about the Real Estate Fund structure, benefits, and value proposition.
  3. Schedule meetings for senior Wealth Managers or Investment Advisors to close opportunities.
Required Skills and Qualifications:
  • Graduate/Postgraduate degree in Finance, Business, Economics, or related field.
  • Excellent communication and relationship-building skills.
  • Target-driven, persistent, and able to work independently.
Benefits:

This role offers a unique opportunity to work with a diverse range of clients and build a strong pipeline of qualified prospects. If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply.

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