Lead Generation Executive – BFSI

About Finnovate

Finnovate stands as India's premier financial planning platform, committed to helping professionals reach their financial objectives with clarity and consistent discipline. Employing our unique FinnFit™ process, we have successfully guided over 3,500 professionals and their families toward more organized and meaningful financial lives. As a SEBI-registered, zero-commission, and product-agnostic advisory firm, we offer impartial solutions via expert advisors and a transparent technological interface, making Finnovate a top destination for talented individuals passionate about shaping the future of financial planning.

Having secured over USD 3 million in funding from prominent investors and obtained a new SEBI Portfolio Management Services (PMS) license, Finnovate is entering an exciting phase of expansion. This environment offers you the freedom to contribute ideas broadly, operate entrepreneurially, and develop into a pivotal member of a customer-centric team. At Finnovate, you can align your career with your personal strengths and ambitions while making a lasting impact in India's evolving financial sector.

Key Responsibilities

• Identify and generate prospect leads using appropriate online and offline platforms.
• Conduct research on potential customers to determine the most effective methods for outreach.
• Assess and qualify leads based on their interest, potential, and relevance.
• Initiate outbound communication through cold calls, emails, and other methods to engage leads.
• Track and manage leads throughout the sales process effectively.
• Utilize CRM tools to organize and maintain lead data systematically.
• Establish and cultivate relationships with potential corporate clients.
• Craft persuasive outreach emails and follow-up communications to transform interest into scheduled meetings.
• Support business development activities with accurate insights and data on leads.

Qualifications and Requirements

• Graduate or postgraduate degree in any discipline.
• Open to fresh graduates or candidates with 1-2 years of relevant experience.
• Strong verbal and written communication abilities.
• Excellent interpersonal and persuasive skills.
• Capability to work both autonomously and collaboratively within a team.
• Previous experience in lead generation, email outreach, or corporate sales is advantageous.
• Proficiency in using email communication tools, CRM software, and social media platforms.

Benefits and Work Schedule

• Workdays from Monday to Friday with two Saturdays off per month.