Highly Motivated Financial Professional

1 week ago


Kurnool, Andhra Pradesh, India beBeeWealthConsultant Full time ₹ 9,00,000 - ₹ 15,00,000
Job Title: Wealth ConsultantWe are seeking a skilled professional to join our team as a Wealth Consultant. In this role, you will be responsible for identifying and reaching out to High Net Worth Individuals (HNIs) interested in real estate investments. Your primary objective will be to generate leads through various means such as calls, emails, networking, and referrals. You will build and maintain a strong pipeline of qualified HNI prospects for our Real Estate Fund.

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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