Lead Generation Specialist - Mutual Funds

Building Services Design & Energy Institute - MEPa2z; Krishnagiri District; On-site; INR 350,000 - 650,000; Full time

Job summary

Building Services Design & Energy Institute - MEPa2z is seeking a motivated Lead Generation Specialist focused on mutual funds and equity markets. You will identify and qualify potential clients, build relationships, and generate leads to grow our mutual fund offerings.

You will conduct market research, use various outreach methods, and maintain CRM records to ensure a steady pipeline and smooth handoffs to the sales team. Strong communication and independent work style are essential.

Qualifications

• Proven experience in lead generation in financial services.
• Knowledge of mutual funds and equity markets; NISM certification is a plus.
• Excellent communication and interpersonal skills.

Responsibilities

• Identify and qualify potential clients in mutual funds and equity sectors.
• Use cold calling, email campaigns, and networking to build a strong pipeline.
• Qualify leads and coordinate with sales to close deals.

Skills

Lead generation

CRM tools

Communication

Team collaboration

Tools

CRM software

Job description

We are seeking a motivated and results-driven Lead Generation Specialist with a focus on mutual funds and equity markets. The ideal candidate will possess a strong understanding of lead generation strategies and have relevant experience in the financial services sector. As a Lead Generation Specialist, you will be responsible for identifying and qualifying potential clients, developing relationships, and generating leads that will contribute to the growth of our mutual fund offerings.

Key Responsibilities:

• Conduct market research to identify potential leads in the mutual funds and equity sectors.
• Utilize various lead generation techniques, including cold calling, email campaigns, and networking, to build a robust pipeline of prospects.
• Qualify leads through effective communication and understanding of client needs.
• Collaborate with the sales team to ensure a smooth transition of leads and provide necessary support in closing deals.
• Maintain accurate records of lead interactions and progress in the CRM system.
• Stay updated on industry trends, regulations, and best practices related to mutual funds and equity investments.

Required Skills:

• Proven experience in lead generation, preferably in the financial services industry.
• Strong knowledge of mutual funds, equity markets, and relevant regulations (NISM certification is a plus).
• Excellent communication and interpersonal skills to engage with potential clients effectively.
• Ability to work independently and as part of a team to achieve targets.
• Proficiency in using CRM software and other lead generation tools.

If you are passionate about financial services and have a knack for generating leads, we encourage you to apply for this exciting opportunity to contribute to our growth in the mutual funds sector.