Lead Qualifier

Fincart Finvest; Sector 10; On-site; INR 320,000 - 520,000; Full time

Job summary

Fincart invites a Lead Qualifier to join our Sales team in Noida (Office). You will engage with prospective customers, understand requirements, and route qualified opportunities to Financial Advisors.

You'll qualify leads across digital campaigns and referrals, schedule appointments, maintain CRM records, and support a fast-paced, target-driven environment with English and Hindi communications. Grow with a fast-growing wealth management firm offering training, clear career progression, and a

Qualifications

• Freshers with excellent communication skills welcome.
• 1-3 years of experience in Telecalling, Lead Generation, Customer Support, Inside Sales, or Pre-Sales.
• Excellent verbal communication skills in English and Hindi.
• Strong listening, probing, and interpersonal skills.
• Customer-focused approach with a positive professional attitude.
• Comfortable using CRM systems and Microsoft Office applications.
• Ability to work in a target-driven, fast-paced environment.

Responsibilities

• Connect with prospective customers through inbound and outbound calls.
• Qualify leads generated through digital campaigns, social media, webinars, workshops, referrals, and other marketing initiatives.
• Understand customer requirements, financial goals, and readiness to engage with our advisory team.
• Schedule appointments and transfer qualified leads to Financial Advisors for detailed consultations.
• Conduct follow-up and feedback calls to nurture prospects and improve customer engagement.
• Maintain accurate records of customer interactions, lead status, and follow-up activities in the CRM.
• Coordinate closely with the Sales and Marketing teams to improve lead quality and conversion rates.
• Ensure timely follow-ups to maximize lead conversion opportunities.
• Meet daily calling, lead qualification, and appointment booking targets while maintaining high-quality customer interactions.

Skills

Telecalling

Lead generation

Customer support

Inside sales

Pre-sales

English

Hindi

Education

Graduate in any discipline

Tools

CRM systems

Microsoft Office

Job description

Job Title: Lead Qualifier (Sales Support)

Location: Noida (Work from Office)

Department: Sales

Employment Type: Full-Time

About Fincart

Fincart is one of India's leading wealth management organizations, dedicated to helping individuals achieve their financial goals through personalized financial planning and investment solutions. With a strong presence across multiple cities and a team of 170+ professionals, Fincart combines technology, expert advice, and customer‑centricity to deliver exceptional financial experiences.

We believe in continuous learning, innovation, and creating opportunities for individuals to build rewarding careers.

Role Overview

As a Lead Qualifier, you will play a critical role in the sales process by engaging with prospective customers, understanding their requirements, and identifying qualified opportunities for the sales team. You will act as the first point of contact, ensuring every lead is effectively evaluated and routed to the appropriate Financial Advisor.

Key Responsibilities

• Connect with prospective customers through inbound and outbound calls.
• Qualify leads generated through digital campaigns, social media, webinars, workshops, referrals, and other marketing initiatives.
• Understand customer requirements, financial goals, and readiness to engage with our advisory team.
• Schedule appointments and transfer qualified leads to Financial Advisors for detailed consultations.
• Conduct follow‑up and feedback calls to nurture prospects and improve customer engagement.
• Maintain accurate records of customer interactions, lead status, and follow‑up activities in the CRM.
• Coordinate closely with the Sales and Marketing teams to improve lead quality and conversion rates.
• Ensure timely follow‑ups to maximize lead conversion opportunities.
• Meet daily calling, lead qualification, and appointment booking targets while maintaining high‑quality customer interactions.

Desired Candidate Profile

• Graduate in any discipline (Freshers with excellent communication skills are welcome to apply).
• 1 - 3 years of experience in Telecalling, Lead Generation, Customer Support, Inside Sales, or Pre‑Sales.
• Excellent verbal communication skills in English and Hindi.
• Strong listening, probing, and interpersonal skills.
• Customer‑focused approach with a positive and professional attitude.
• Comfortable using CRM systems and Microsoft Office applications.
• Ability to work in a target‑driven, fast‑paced environment.

Why Join Fincart?

• Work with one of India's fast‑growing wealth management organizations.
• Comprehensive training and continuous learning opportunities.
• Clear career progression into Sales, Business Development, and Wealth Advisory roles.
• Supportive and performance‑driven work culture.
• Recognition and rewards for high performers.
• Opportunity to work with experienced professionals in the financial services industry.