Prospect Manager

2 weeks ago

Ahmedabad, Gujarat, India beBeeWealth Full time ₹ 6,00,000 - ₹ 12,00,000
Job Title

A Wealth Consultant plays a crucial role in building qualified pipelines for investors. With 1–3 years of experience in lead generation from High Net-Worth Individuals (HNIs), the candidate identifies and reaches out to HNI clients interested in real estate investments.

Key Responsibilities:
  • Lead Generation & Prospecting: Identify HNI clients with investment interests in real estate.
  • Generate Leads through: Calls, emails, networking, referrals.
  • Build and Maintain a Strong Pipeline: Qualified HNI prospects for real estate funds.
  • Client Engagement: Initial conversations with prospects to understand investment appetite and suitability.
  • Educate Prospects about: Fund structure, benefits, and value proposition.
  • Schedule Meetings: Senior wealth managers or investment advisors for opportunities.
  • Market Intelligence: Stay updated on trends to identify opportunities.
  • Research Investor Behavior: And preferences for tailored outreach.
  • Reporting & Collaboration: Track leads, interactions, and conversion progress in CRM systems.
Key Requirements:
  • Graduate/Postgraduate Degree: In finance, business, economics, or related fields.
  • 1–3 Years of Experience: Lead generation, inside sales, or wealth consulting within BFSI, wealth management, or investment products.
  • Exposure to Client Acquisition: Real estate or investment fund experience is beneficial.
  • Excellent Communication Skills: Relationship-building skills are essential.
  • Target-Driven, Persistent: Independent work capabilities.
  • Familiarity with CRM Tools: And financial products is required.

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