Generates and researches leads through online platforms, cold calls, emails, messages, and networking. Qualifies prospects, maintains CRM records, conducts regular follow-ups, builds relationships with potential corporate clients, and converts interest into meetings. Supports the business team with lead insights and customer information. The role requires strong communication, persuasion, trust-building, independent work, teamwork, and familiarity with CRM, email, and social media tools.
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)
Finnovate Mumbai, Maharashtra, IND Office
Mumbai, Maharashtra, India, 400066
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