Estate Fund Specialist

2 days ago

Guntur, Andhra Pradesh, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,20,00,000

Job Description

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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.

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Key Responsibilities:

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  • ">
  • 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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Required Skills and Qualifications:

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The following skills and qualifications are required for this position:

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  • ">
  • 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.">
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Benefits:

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This position offers a unique opportunity to build a career in wealth management and contribute to the growth of our Real Estate Fund.

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Others:

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As a Wealth Consultant, you will be part of a dynamic team that is passionate about delivering exceptional results. If you are a driven and ambitious professional looking for a challenging role, we encourage you to apply.

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