Job Title: Tele Caller/ Lead Outreach Specialist
About Finnovate: Finnovate is a holistic financial planning and wealth advisory platform. We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients.
Location: Mumbai
Employment Type: Full time
Key Responsibilities:
- Find new potential customers using online platforms and other methods (like calls, emails, or networking).
- Research these people or companies to understand how to approach them better.
- Check if these leads are actually interested and suitable.
- Contact them through cold calls, emails, or messages to start conversations.
- Keep track of all leads and follow up regularly.
- Use CRM tools (software) to organize and manage all customer information.
- Build good relationships with possible corporate clients.
- Send emails and follow-ups to convert interest into meetings.
- Support the business team with useful lead information and insights.
- Find new potential customers using online platforms and other methods (like calls, emails, or networking).
- Research these people or companies to understand how to approach them better.
- Check if these leads are actually interested and suitable.
- Contact them through cold calls, emails, or messages to start conversations.
- Keep track of all leads and follow up regularly.
- Use CRM tools (software) to organize and manage all customer information.
- Build good relationships with possible corporate clients.
- Send emails and follow-ups to convert interest into meetings.
- Support the business team with useful lead information and insights.
Requirements:
- Fresh graduates or someone with 1–2 years of experience.
- Good communication skills (speaking and writing clearly).
- Ability to convince and build trust with people.
- Can work independently and also in a team.
- Experience in sales, lead generation, or email outreach is a plus.
- Comfortable using email tools, CRM software, and social media.
Benefits on being a part of Finnovate:
- Health Insurance: Coverage including options for dependents.
- Paid Time off: Vacation days and holidays, allowing employees to take time off while still receiving pay.
- Parental Leave: Paid time off for new parents, including maternity, paternity, and adoption leave.
- Professional Development: Opportunities for training, workshops, conferences to support employees' career growth.
- Recognition and Incentives: Performance-based variable pay or recognition programs to reward employees for their contributions.
- Company Events and Celebrations: Company outings, team- building activities for bonding between team members
- Employee Recognition Programs: Awards, incentives, or bonuses for outstanding performance or tenure.
- Employee Referral Programs: Bonuses or incentives for referring qualified candidates who are hired by the company.
Working Days: Monday to Saturday (Alternate Saturdays off)
Working Time: 9.30 am to 6.30pm (Employees working on Sundays are eligible for comp off)
Skills Required
- Fresh graduate or 1–2 years of experience
- Good verbal and written communication skills
- Ability to persuade and build trust with people
- Ability to work independently and as part of a team
- Experience in sales, lead generation, or email outreach
- Comfort using email tools, CRM software, and social media
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.
