Financial Services Advisor

4 days ago

Nagpur, Maharashtra, India beBeeWealth Full time ₹ 8,00,000 - ₹ 12,00,000
Wealth Generation Specialist

About the Role:

We are seeking a highly motivated Wealth Generation Specialist with 1–3 years of experience in lead generation from High Net-Worth Individuals (HNIs). This role is specifically focused on building a qualified pipeline of investors for our Real Estate Fund. The ideal candidate will have experience in financial services, wealth management, or investment products, and a strong ability to identify, connect with, and qualify HNI prospects.

Key Responsibilities:
  • Lead Generation & Prospecting: Generate leads through calls, emails, networking, and referrals.
  • Identify and Reach Out: Identify and reach out to HNI clients interested in real estate investments.
  • Pipeline Building: 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.
  • Market Intelligence: Stay updated on wealth management, investment, and real estate trends to identify opportunities.
  • Research and Analysis: Research HNI investor behavior and preferences to tailor outreach.
Required Skills and Qualifications:
  • Graduate/Postgraduate Degree: Graduate/Postgraduate degree in Finance, Business, Economics, or related field.
  • Experience: 1–3 years of experience in lead generation, inside sales, or wealth consulting within BFSI, wealth management, or investment products.
  • Communication Skills: Excellent communication and relationship-building skills.
  • Target-Driven: Target-driven, persistent, and able to work independently.
Benefits:
  • Familiarity with CRM Tools: Familiarity with CRM tools and financial products.

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