Lead Generation Specialist

What You’ll Do (Key Responsibilities)

· CRM Management

· Update and maintain client and prospect records in Redtail and Salesforce.

· Ensure data hygiene, proper tagging, and timely follow-ups.

· Generate weekly reports on leads, outreach, and engagement.

· Lead Generation & Prospecting

· Use LinkedIn Sales Navigator and the CEO’s LinkedIn network to identify and qualify new leads.

· Extract warm leads from current contacts and referral networks.

· Track referral opportunities and maintain a structured lead funnel.

· Business Development Support

· Research prospective clients and prepare briefing notes for senior advisors.

· Assist in managing outreach campaigns and client follow-ups.

· Coordinate with the US team to align on target prospects and lead quality.

· Compliance & Professional Standards

· Handle all data with strict confidentiality.

· Follow US wealth management standards and processes in client communication and reporting.

What We’re Looking For (Requirements)

· Education: Bachelor’s degree in Business Administration, Finance, Marketing, or related field.

· Experience: 1–3 years in CRM operations, business development support, or lead generation (financial services preferred).

· Tools You’ll Work With: CRM platforms (Redtail, Salesforce), LinkedIn Sales Navigator, ZoomInfo (added advantage), Excel/Google Sheets, MS Office, Slack/Teams.

· Skills: Strong organizational and analytical skills, excellent written and spoken English, attention to detail, ability to handle sensitive client data.

Nice to Have (Preferred but Not Mandatory)

· Knowledge of US financial services or wealth management industry.

· Experience in referral tracking or pipeline reporting.

· Exposure to digital marketing/outreach tools.

What We Offer

· Opportunity to work with a US-based wealth management firm while being part of a Trivandrum-based team.

· Exposure to global standards in CRM, lead generation, and financial services operations.

· A collaborative, growth-oriented workplace.

· Competitive compensation with performance-based growth.

Job Types: Full-time, Permanent

Pay: ₹200,000.00 - ₹700,000.00 per year

Benefits:

• Health insurance
• Leave encashment
• Work from home

Application Question(s):

• Experience with CRM software and project management tools.
• Previous experience in using LinkedIn Sales Navigator or similar

Education:

• Bachelor's (Required)

Experience:

• total work: 2 years (Required)

Language:

• High proficiency in verbal communication - US Accent (Required)

Shift availability:

• Day Shift (Preferred)

Work Location: In person