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 current 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