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1 Job openings at Stephenson Technology
Lead Generation Executive

Kharadi, Pune

1 - 31 years

INR 0.18 - 0.55 Lacs P.A.

Remote

Full Time

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.

cta

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