Navigators Financial Services is a Jaipur-based financial services firm helping individuals and families make better financial decisions through financial planning, investments, insurance, tax and retirement planning.
The RoleThis is a lead-generation role - not an operations role.
Your job is simple: find the right people, start conversations and create opportunities.
You will
- Research and identify potential corporate, institutional and individual prospects.
- Reach out through calls, LinkedIn, WhatsApp, email and other channels.
- Connect with HRs, business leaders and other decision-makers.
- Generate qualified leads and meetings for Navigators.
- Explore opportunities for financial-awareness sessions in corporates, schools, colleges, hospitals and professional communities.
- Follow up consistently and build a strong, active pipeline.
- Explore partnerships, referrals and new channels for lead generation.
- Maintain lead data and track your pipeline and outcomes.
What We're Looking For
- Strong communication and people skills.
- Comfortable initiating conversations with strangers.
- Proactive, persistent and target-oriented.
- Good research and prospecting skills.
- Strong follow-up discipline.
- Comfortable with outbound calling.
- Basic Excel/Google Sheets skills.
- 0–2 years experience; freshers with the right attitude are welcome.
- Financial-services experience is not required.
What Success Looks LikeMore prospects → More conversations → More qualified leads → More meetings → More opportunities.
You won't be handed a list of leads every morning. We want someone who can find opportunities independently.
What You Get
- Direct exposure to the Founder and core team.
- Hands-on experience in lead generation, outreach and business development.
- Performance-based incentives.
- Opportunity to grow with a growing financial-services business.
If finding the right person, making the first move and turning a cold conversation into an prospect sounds exciting - we'd like to meet you.