High Net Worth Investor Relations Specialist

2 weeks ago

Shimoga, Karnataka, India beBeeWealthConsultant Full time ₹ 5,00,000 - ₹ 10,00,000
Key Role: Wealth Consultant

We are seeking a driven and experienced professional to join our team as a Wealth Consultant. The ideal candidate will have 1–3 years of experience in lead generation from High Net-Worth Individuals (HNIs).

This is an exciting opportunity to build a qualified pipeline of investors for our Real Estate Fund.

Main Responsibilities:
  • Lead Generation & Prospecting
  • Identify and engage with HNI clients interested in real estate investments
  • Develop leads through calls, emails, networking, and referrals
  • B uild 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
  • Educate prospects about the Real Estate Fund structure, benefits, and value proposition
  • Schedule meetings for senior Wealth Managers or Investment Advisors to close opportunities
  • Market Intelligence
  • Stay updated on wealth management, investment, and real estate trends to identify opportunities
  • Research HNI investor behavior and preferences to tailor outreach
  • Reporting & Collaboration
  • Track leads, interactions, and conversion progress in the CRM system
  • Provide regular reports on leads generated, meetings scheduled, and pipeline movement
  • Work closely with the Business Development and Fundraising teams to achieve targets
Required Skills and Qualifications:
  • A graduate degree in Finance, Business, Economics, or a related field
  • 1–3 years of experience in lead generation, inside sales, or wealth consulting within BFSI, wealth management, or investment products
  • Experience in 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

  • High Net Worth Client Services Specialist

    2 weeks ago

    Shimoga, Karnataka, India beBeeLuxury Full time ₹ 1,00,00,000 - ₹ 1,20,00,000

    Job OverviewAs a Concierge Manager, you will oversee daily concierge operations and deliver exceptional service to ultra-high-net-worth individuals.Key ResponsibilitiesSupervise daily concierge operations and ensure consistent, high-quality service delivery.Mentor and guide a team of lifestyle executives to uphold service standards and handle client...

  • High-Net-Worth Sales Professional

    2 weeks ago

    Shimoga, Karnataka, India beBeeLuxury Full time ₹ 15,00,000 - ₹ 20,00,000

    Executive Search: Luxury Residential Real Estate SpecialistWe are seeking a refined and high-net-worth-focused sales expert to represent luxury residential projects in premium lifestyle segments.About the Role:Engage with prospective clients and understand their lifestyle preferences to offer tailored solutionsBuild and maintain relationships with clients,...

  • Wealth Investment Specialist

    2 weeks ago

    Shimoga, Karnataka, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    We are seeking a Wealth Management specialist to drive investor acquisition, build relationships with high net worth individuals and professionals, and promote alternate investment opportunities.Key ResponsibilitiesMain Objectives:Identify potential investors (angels, HNIs, UHNIs, family offices, and professionals)Drive sales of curated investment...

  • Senior Wealth Manager

    1 week ago

    Shimoga, Karnataka, India beBeeRelationship Full time ₹ 50,00,000 - ₹ 9,99,99,999

    Key Responsibilities:Build and manage relationships with high net worth individuals, ultra-high net worth individuals and family offices. Offer expert advice on mutual funds, alternative investment funds, portfolio management services, real estate investment trusts and infrastructure investment trusts within a specific ticket size range.Expand the wealth...

  • Capital Raising Specialist

    7 days ago

    Shimoga, Karnataka, India beBeeFundraising Full time US$ 10,00,000 - US$ 15,00,000

    Key Role: Capital Raising SpecialistThe organization is preparing for its Series A funding round and seeks a seasoned capital raising professional to oversee this pivotal phase of growth.Drive the Series A fundraising process with venture capitalists, family offices, and high net worth individuals (India & overseas).Establish and maintain strong investor...

  • Fixed Income Product Manager

    2 weeks ago

    Shimoga, Karnataka, India beBeeInvestment Full time ₹ 2,00,00,000 - ₹ 2,50,00,000

    Job Opportunity in Fixed Income Product ManagementThe ideal candidate will have a deep understanding of the requirements of high-net-worth individuals, family offices, and corporate treasuries seeking investment opportunities in fixed income products. This includes developing relationships with current and potential investors to gauge their interests.Main...

  • High-End Client Liaison

    2 weeks ago

    Shimoga, Karnataka, India beBeeRelationship Full time ₹ 1,08,24,000 - ₹ 1,21,08,000

    Personal Relationship LiaisonSant Ram's is a luxury fine jewelry brand renowned for its exceptional craftsmanship and bespoke service. Our commitment to creating timeless pieces and delivering a premium customer experience sets us apart in the industry.As a Personal Relationship Liaison, you will be the key point of contact for our high-end clientele,...

  • Senior Financial Strategist

    1 week ago

    Shimoga, Karnataka, India beBeeRelationship Full time ₹ 17,00,000 - ₹ 28,80,000

    Affluent Wealth Relationship ManagerWe are seeking a skilled and experienced Affluent Wealth Relationship Manager to join our team. In this role, you will be responsible for building and maintaining relationships with high net worth individuals, providing them with personalized financial solutions and services.Key Responsibilities:Develop and implement...

  • Expert Private Wealth Manager

    2 weeks ago

    Shimoga, Karnataka, India beBeeWealth Full time ₹ 15,00,000 - ₹ 25,00,000

    Job Title: Private Wealth ExpertAbout the Role:We are seeking an experienced and skilled Private Wealth Expert to join our team. As a key member of our wealth management department, you will be responsible for building and maintaining strong relationships with high-net-worth individuals.Key Responsibilities:Client Relationship Management: Develop and...

  • Capital Markets Specialist

    2 weeks ago

    Shimoga, Karnataka, India beBeeResearch Full time ₹ 15,00,000 - ₹ 25,00,000

    Investor relations specialists are integral to organisations seeking international investment opportunities. Troy Groups excels in investor connections and capital introductions.Our team seeks motivated research associates for high-quality investor calls, fundraising entity research, and tracking investor activity. Performance is key, with clear KPIs and...