Role Description
The specialist will identify and secure new leads, research potential clients, and create strategies to generate qualified leads. Responsibilities include engaging with prospects, nurturing client relationships, and supporting the sales team in achieving targets through effective communication and lead management.
Qualifications
- Proficiency in identifying New Leads and executing successful Lead Generation strategies
- Strong Communication skills to engage and build relationships with potential clients
- Experience in Sales, with a focus on converting prospects and driving result
- Prior experience in financial services or technology is a plus
Key requirements include target-driven outreach, CRM management, and a basic understanding of financial products.
Position Overview
- Role Title: Lead Generation Specialist / Wealth Development Executive
- Industry: Financial Services / Wealth Management / Wealth-Tech
- Target Audience: High Net Worth Individuals (HNIs), Ultra-HNIs, Family Offices, and Business Owners
Key Responsibilities
- Prospecting & Research: Identify and map Ideal Customer Profiles in the HNI and family office ecosystem using tools like LinkedIn Sales Navigator and financial databases.
- Multi-Channel Outreach: Execute customized cold outreach campaigns via phone calls, emails, LinkedIn messaging, and WhatsApp.
- Lead Qualification: Assess prospective clients' investment readiness, risk appetite, and asset sizes before handing qualified leads over to senior Wealth Advisors.
- Pipeline & CRM Management: Maintain accurate records of interactions, track conversion metrics, and update pipeline statuses in CRM platforms like HubSpot or Zoho.
- Compliance Adherence: Ensure all initial data collection aligns with SEBI and company privacy standards.
Required Qualifications & Skills
- Experience: 3 to 8 years of proven B2B or financial services lead generation/inside sales experience.
- Education: Bachelor’s degree in Commerce, Finance, Economics, or Business Administration (MBA is a plus).
- Product Knowledge: Familiarity with Indian financial markets, Mutual Funds, PMS (Portfolio Management Services), and equity/debt instruments.
- Communication: Exceptional verbal and written English/Hindi communication skills with a confident phone presence.
Pay: ₹500,000.00 - ₹700,000.00 per year
Work Location: In person
