Identify and approach potential clients interested in trading or investing. Help new clients open Demat and Trading accounts. Explain account opening procedures, KYC, and documentation requirements. Maintain regular contact with existing clients to build long-term relationships. Understand each client’s financial goals, risk profile, and investment preferences. Provide personalized investment guidance and solutions. Achieve sales and revenue targets set by the company.
We are looking for a performance-driven Lead Generation Specialist with a strong background in digital marketing and financial markets. The ideal candidate will be responsible for generating high-quality leads for our stock market services, trading programs, investment products, and financial advisory offerings. You will work closely with the marketing and sales teams to drive consistent pipeline growth while ensuring compliance with industry standards. Key Responsibilities Plan and execute lead generation campaigns targeting traders, investors, and individuals interested in stock market education or investment products. Run paid campaigns on Google, Meta, LinkedIn, YouTube, and finance-focused platforms. Create and optimize landing pages, funnels, webinars, and lead magnets tailored to stock market audiences. Develop email marketing and drip-nurturing sequences to convert cold leads into active prospects. Research investor behavior, market trends, and competitor strategies to improve targeting. Manage and segment lead databases using CRM and automation tools. Conduct A/B testing to optimize ad creatives, messaging, and audience segments. Ensure all marketing communication complies with regulatory standards and internal policies. Work closely with sales teams to define MQL and SQL criteria and streamline lead handoff. Monitor campaign performance, generate reports, and provide insights to enhance ROI. Excellent communication, content creation, and copywriting skills tailored to finance audiences.