Lead Generation Executive – BFSI

Posted 11 Days Ago
Be an Early Applicant
Pune, Maharashtra, IND
In-Office
Junior
Fintech • Software • Financial Services
The Role
Generate and qualify prospective corporate leads through online and offline channels. Conduct research, cold calls, email outreach, and follow-ups to create sales meetings. Manage leads throughout the pipeline, maintain accurate CRM records, nurture potential clients, and provide lead insights supporting business development initiatives.
Summary Generated by Built In
Finnovate is India’s largest financial planning platform, dedicated to helping professionals achieve their financial goals with discipline and clarity. Through our proprietary FinnFit™process, we have guided over 3,500 professionals and their families toward structured, purposeful financial lives. As a SEBI-registered, zero-commission, product-agnostic advisory firm, we deliver unbiased solutions through expert advisors and a transparent technology platform—making Finnovate the destination for exceptional talent eager to shape the future of financial planning.
With over USD 3 million raised from marquee investors and a newly secured SEBI PMS license, Finnovate is entering an exciting growth phase. This is where you can contribute ideas across the spectrum, operate with entrepreneurial freedom, and grow into a core member of a truly customer-first team. At Finnovate, you’ll find the unique opportunity to align your career with your strengths and aspirations while building long-term impact in India’s evolving financial landscape.


Requirements
Prospect leads through relevant online and offline channels.
Research prospective customers to identify the most effective outreach strategies.
Qualify leads based on interest, potential, and relevance.
Initiate cold calls, emails, and other outbound communications to engage leads.
Manage and track leads throughout the sales pipeline.
Organize and maintain lead data using CRM tools.
Build and nurture relationships with potential corporate clients.
Send compelling outreach emails and follow-ups to convert interest into meetings.
Support business development initiatives with accurate lead insights and data.

Qualification & Certification:
Graduate/Post Graduate in any field.

Experience & Skills Set:
Fresher graduate or 1-2 years of experience
Strong written and verbal communication skills.
Excellent convincing and interpersonal skills.
Ability to work independently and as part of a team.
Prior experience in lead generation, email outreach, or corporate sales is a plus.
Proficiency in using email tools, CRM software, and social media platforms.



Benefits
Monday to Friday
(2 Saturdays off)


Skills Required

  • Graduate or postgraduate degree in any field
  • Strong written and verbal communication skills
  • Excellent convincing and interpersonal skills
  • Ability to work independently and as part of a team
  • Fresher graduate or 1–2 years of experience
  • Prior experience in lead generation, email outreach, or corporate sales
  • Proficiency using email tools, CRM software, and social media platforms
Am I A Good Fit?
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The Company
Mumbai, Maharashtra
89 Employees
Year Founded: 2007

What We Do

At Finnovate, we specialize in providing successful professionals with a disciplined approach to achieving their financial goals safely, surely, and swiftly. Our comprehensive financial planning platform is designed to add purpose and structure to your financial life, ensuring you reach your financial goals with confidence. To date, we have helped over 3000 professionals and their families reach their financial goals through our FinnFit™ Financial Planning Process. Our process is available through our team of FinnFit expert and a transparent, user-friendly technology platform, ensuring accessibility and convenience for all our clients. Our commitment to excellence has earned us the trust of marquee professionals, who not only opted our services but have also chosen to invest in our business. This endorsement speaks volumes about the quality and reliability of Finnovate. Join us at Finnovate and experience the 'professional class' service that has transformed the financial lives of thousands. Let us help you achieve your financial goals with discipline and confidence.

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