We are seeking a dynamic and results-driven Lead Generation Executive to join our stock market advisory and portfolio management team. The role involves identifying potential clients, initiating contact, and nurturing prospects to generate high-quality leads for our financial advisory services. Key Responsibilities: Conduct market research to identify potential clients interested in stock market advisory or portfolio management. Use multiple channels (cold calls, emails, LinkedIn, WhatsApp, social media) to reach prospective clients. Qualify leads based on interest, financial goals, and investment potential. Maintain and update lead records in CRM tools. Schedule meetings or calls between qualified leads and the advisory team. Collaborate with the sales and marketing team to optimize lead generation campaigns. Follow up diligently and nurture leads through the sales funnel. Meet or exceed weekly/monthly lead generation targets. Required Skills: Excellent verbal and written communication skills. Good understanding of stock market basics, mutual funds, and portfolio management (training can be provided). Strong persuasion and negotiation skills. Familiarity with lead generation tools, Excel, and CRM systems. Self-motivated and target-oriented mindset. Ability to handle objections and maintain professionalism. Preferred Qualifications: Bachelor’s degree in Finance, Marketing, Business Administration, or related field. Previous experience in financial services, brokerage, or investment advisory is a plus. Knowledge of SEBI regulations and financial compliance norms is an advantage. Benefits: Attractive incentive structure on leads converted. Training and mentorship by experienced financial advisors. Opportunity to grow into a sales or relationship manager role. Work with a fast-growing fintech team in the wealth management space.
Key Responsibilities: Make outbound calls to clients and prospects regarding stock market advisory and portfolio management services. Educate clients on demat account openings, equity trading, mutual funds, and other stock market offerings. Generate leads through cold calling and follow up consistently to convert leads into clients. Provide accurate information about financial products and address client queries. Maintain client database, update lead status in CRM, and submit daily call reports. Achieve monthly targets for client acquisition and account openings. Required Skills: Excellent communication and interpersonal skills. Basic understanding of stock markets, trading, and financial instruments (training will be provided). Strong convincing skills and confidence in handling calls. Ability to work with targets and deadlines. Basic computer knowledge – MS Office, email, CRM software. Eligibility Criteria: Qualification: Any graduate (Commerce/Finance background preferred) Minimum 2 year experienced candidates can apply. Male/Female both can apply. Candidates with experience in broking firms or financial services will be preferred. Looking for Immediate Joiners.
Job Summary: The Office Receptionist will be the first point of contact for visitors and clients. This role is responsible for creating a welcoming atmosphere, managing front desk operations, handling phone calls, scheduling appointments, and providing general administrative support to ensure smooth office functioning. Key Responsibilities: Greet and welcome visitors in a friendly and professional manner. Answer, screen, and forward incoming phone calls promptly. Manage the reception area — maintain cleanliness and a presentable workspace. Handle incoming and outgoing correspondence, including mail and couriers. Schedule and coordinate meetings, appointments, and conference room bookings. Maintain visitor records and issue visitor passes when necessary. Support administrative tasks such as filing, photocopying, and data entry. Maintain office supplies inventory and coordinate with vendors when needed. Assist HR and Admin departments with onboarding or documentation activities. Handle basic inquiries and provide accurate information about the company. Ensure adherence to company policies and maintain confidentiality. Skills: Excellent verbal and written communication (English, Hindi, Marathi as applicable) Strong interpersonal and customer service skills Good organizational and multitasking abilities Basic computer proficiency (MS Office, email, calendar scheduling) Professional appearance and attitude