Lead Generation Executive – BFSI

Finnovate; Pune District; On-site; INR 300,000 - 420,000; Full time

Job summary

Finnovate, India’s largest financial planning platform, is seeking a dynamic Lead Generation Executive in Pune. You will generate and qualify leads, research prospects, and engage potential corporate clients through cold calls and emails, building strong relationships to drive meetings and opportunities.

You will work with CRM tools to organize data, collaborate with the team, and contribute to a fast-growing, customer-first growth phase in India's evolving financial landscape.

Qualifications

• Fresh graduate or 1–3 years of experience.
• Strong written and verbal communication skills.
• Excellent convincing and interpersonal skills.
• Ability to work independently and as part of a team.
• Prior experience in lead generation, email outreach, or corporate sales is a plus.
• Proficiency in using email tools, CRM software, and social media platforms.

Responsibilities

• Generate and qualify leads through online and offline channels.
• Research prospective customers to tailor outreach strategies.
• Qualify leads based on interest, potential, and relevance.
• Initiate cold calls, emails, and outbound communications to engage leads.
• Manage and track leads throughout the sales pipeline.
• Organize and maintain lead data using CRM tools.
• Build and nurture relationships with potential corporate clients.
• Send outreach emails and follow-ups to convert interest into meetings.
• Support business development initiatives with accurate lead insights and data.

Skills

Lead generation

Cold outreach

CRM software

Communication skills

Teamwork

Independent work

Education

Graduate/Postgraduate in any field

Tools

CRM software

Email outreach tools

Job description

About Finnovate: Finnovate is India's largest financial planning platform, dedicated to helping professionals achieve their financial goals with discipline and clarity. Through our proprietary FinnFit™process, we have guided over 3,500 professionals and their families toward structured, purposeful financial lives. As a SEBI-registered, zero-commission, product-agnostic advisory firm, we deliver unbiased solutions through expert advisors and a transparent technology platform—making Finnovate the destination for exceptional talent eager to shape the future of financial planning. With over USD 3 million raised from marquee investors and a newly secured SEBI PMS license, Finnovate is entering an exciting growth phase. This is where you can contribute ideas across the spectrum, operate with entrepreneurial freedom, and grow into a core member of a truly customer-first team. At Finnovate, you’ll find the unique opportunity to align your career with your strengths and aspirations while building long-term impact in India’s evolving financial landscape.

Role Summary: Responsible for generating, qualifying, and nurturing leads through targeted outreach to support business development and client acquisition.

Requirements

• Prospect leads through relevant online and offline channels.
• Research prospective customers to identify the most effective outreach strategies.
• Qualify leads based on interest, potential, and relevance.
• Initiate cold calls, emails, and other outbound communications to engage leads.
• Manage and track leads throughout the sales pipeline.
• Organize and maintain lead data using CRM tools.
• Build and nurture relationships with potential corporate clients.
• Send compelling outreach emails and follow-ups to convert interest into meetings.
• Support business development initiatives with accurate lead insights and data.

Qualification & Certification: Graduate/postgraduate in any field.

Experience & Skills Set:

• Fresh graduate or 1-3 years of experience
• Strong written and verbal communication skills.
• Excellent convincing and interpersonal skills.
• Ability to work independently and as part of a team.
• Prior experience in lead generation, email outreach, or corporate sales is a plus.
• Proficiency in using email tools, CRM software, and social media platforms.