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 straightforward: find the right people, start conversations and create opportunities.
nYou will:
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- Research and identify potential corporate, institutional and individual prospects.
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- Reach out through calls, LinkedIn, WhatsApp, email and other channels.
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- Connect with HRs, business leaders and other decision-makers.
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- Generate qualified leads and meetings for Navigators.
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- Explore opportunities for financial-awareness sessions in corporates, schools, colleges, hospitals and professional communities.
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- Follow up consistently and build a strong, active pipeline.
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- Explore partnerships, referrals and new channels for lead generation.
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- Maintain lead data and track your pipeline and outcomes.
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nWhat We're Looking For
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- Strong communication and people skills.
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- Comfortable initiating conversations with strangers.
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- Proactive, persistent and target-oriented.
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- Good research and prospecting skills.
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- Strong follow-up discipline.
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- Comfortable with outbound calling.
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- Basic Excel/Google Sheets skills.
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- 0–2 years experience; freshers with the right attitude are welcome.
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- Financial-services experience is not required.
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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.
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- Hands-on experience in lead generation, outreach and business development.
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- Performance-based incentives.
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- Opportunity to grow with a growing financial-services business.
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nIf finding the right person, making the first move and turning a cold conversation into an opportunity sounds exciting - we'd like to meet you.