Job Description
About Navigators
nNavigators 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.
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nBudget: 15K - 25K per month (Fixed + Incentives plan)
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nThe Role
nThis is a lead-generation role - not an operations role.
nYour job is simple: find the right people, start conversations and create opportunities.
nYou will:
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- Research and identify potential corporate, institutional and individual prospects.n
- Reach out through calls, LinkedIn, WhatsApp, email and other channels.n
- Connect with HRs, business leaders and other decision-makers.n
- Generate qualified leads and meetings for Navigators.n
- Explore opportunities for financial-awareness sessions in corporates, schools, colleges, hospitals and professional communities.n
- Follow up consistently and build a strong, active pipeline.n
- Explore partnerships, referrals and new channels for lead generation.n
- Maintain lead data and track your pipeline and outcomes.n
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nWhat We're Looking For
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- Strong communication and people skills.n
- Comfortable initiating conversations with strangers.n
- Proactive, persistent and target-oriented.n
- Positive research and prospecting skills.n
- Strong follow-up discipline.n
- Comfortable with outbound calling.n
- Basic Excel/Google Sheets skills.n
- 0–2 years experience; freshers with the right attitude are welcome.n
- Financial-services experience is not required.n
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nWhat Success Looks Like
nMore prospects → More conversations → More qualified leads → More meetings → More opportunities.
nYou won't be handed a list of leads every morning. We want someone who can find opportunities independently.
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nWhat You Get
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- Direct exposure to the Founder and core team.n
- Hands-on experience in lead generation, outreach and business development.n
- Performance-based incent