Senior Investor Acquisition Specialist

2 days ago

Thāne, Maharashtra, India beBeeWealthConsultant Full time ₹ 5,00,000 - ₹ 10,00,000

About the Role

We are seeking a motivated wealth consultant 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
  • Identify and reach out to HNI clients interested in real estate investments.
  • Generate leads through calls, emails, networking, and referrals.
  • 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.
  • 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 weekly reports on leads generated, meetings scheduled, and pipeline movement.
  • Work closely with the business development and fundraising teams to achieve targets.
Key Requirements:
  • 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.
  • Exposure to 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.
Benefits:

This is an opportunity to grow your career in a dynamic industry with a focus on wealth management and investment. As a Wealth Consultant, you will be working with high net worth individuals to build a pipeline of qualified investors for our real estate fund. You will have the chance to develop your skills and knowledge in financial services, wealth management, and investment products.

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