
Highly Motivated Financial Professional
1 week ago
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.
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