High Net Worth Investor Specialist

23 hours ago

Ajmer, Rajasthan, India beBeeWealthConsultant Full time ₹ 8,00,000 - ₹ 15,00,000
Job Description

We are seeking a highly motivated and experienced Wealth Consultant to join our team. The ideal candidate will have 1-3 years of experience in lead generation from High Net Worth Individuals (HNIs) and be able to build a qualified pipeline of investors for our Real Estate Fund.

The successful candidate will have experience in financial services, wealth management, or investment products, and a strong ability to identify, connect with, and qualify HNI prospects. They will also have excellent communication and relationship-building skills, as well as the ability to work independently and target-driven.

Key Responsibilities:

  • Lead Generation & Prospecting: Identify and reach out to HNI clients interested in real estate investments.
  • 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, and 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, and work closely with the Business Development and Fundraising teams to achieve targets.
Required Skills & Qualifications

The ideal candidate will have:

  • A 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, preferably in real estate or investment funds.
  • Excellent communication and relationship-building skills.
  • Target-driven, persistent, and able to work independently.
  • Familiarity with CRM tools and financial products.
Benefits

The successful candidate can expect:

  • A competitive salary package.
  • A comprehensive benefits program.
  • Ongoing training and development opportunities.
Others

We offer a dynamic and supportive work environment, with opportunities to grow and develop your career. If you are a motivated and experienced Wealth Consultant looking for a new challenge, please submit your application today.

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