Lead Generation Executive

Role Overview

The Lead Generation Executive will be responsible for identifying, qualifying, and nurturing potential clients through digital platforms, outbound calling, social media, and marketing campaigns. This role is critical in converting interest into meaningful client conversations for the advisory team.

Key Responsibilities

• Generate high-quality leads through calling, WhatsApp, email, LinkedIn, Instagram, and digital campaigns

• Engage with prospects, understand basic investment needs, and qualify leads for advisors

• Manage inbound inquiries from website, social media, ads, and referrals

• Coordinate with Wealth Managers to schedule meetings and follow-ups

• Maintain accurate lead data in CRM / Excel / tracking sheets

• Execute WhatsApp broadcasts, email campaigns, and promotional outreach

• Track lead performance, conversion ratios, and daily activity reports

• Support marketing initiatives such as webinars, events, and campaigns

• Ensure a professional and compliant communication approach with prospects

Desired Skills & Attributes

• Strong communication and interpersonal skills

• Confident on calls and comfortable speaking with HNI & retail clients

• Basic understanding or interest in financial products (Mutual Funds, Equity, PMS, AIFs)

• Experience in lead generation, tele-calling, sales support, or digital outreach

• Organized, target-driven, and follow-up oriented

• Ability to work independently and meet daily/weekly targets

• Knowledge of Excel, Google Sheets, CRM tools, WhatsApp Business

Who Should Apply

• Candidates with experience in financial services, insurance, real estate, or B2C sales

• Freshers with strong communication skills and a willingness to learn finance

• Individuals looking to build a long-term career in wealth management & client acquisition

What We Offer

• Competitive fixed salary + performance-linked incentives

• Exposure to high-value clients and global investment products

• Strong learning curve in wealth management & financial markets

• Clear growth path to Senior Lead Manager / Relationship / Sales roles

• Professional, ethical, and high-performance work culture

Why Join FINVESTMENTS

At FINVESTMENTS, you don’t just generate leads — you help people build wealth. You’ll work closely with senior advisors, learn real-world investing, and grow in a firm that values performance, integrity, and long-term relationships.

• It is a Full Time Telesales / Telemarketing job for candidates with 6 months - 3 years of experience.