Lead Generation Executive

About the Role

We are looking for a high-energy, relationship-oriented Lead Generation Executive who understands the Indian business ecosystem and is confident in creating opportunities through networking, in-person meetings, referrals, business events, and professional relationship building.

The role involves interacting directly with business owners, senior stakeholders, and potential clients to understand their requirements, introduce Finsmart's services, coordinate discussions, and develop qualified business opportunities.

This position is ideal for someone who is outspoken, confident in communication, socially proactive, and naturally skilled at building professional relationships. The right candidate should be comfortable representing the company in external meetings and converting conversations into meaningful business opportunities.

Key Responsibilities

- Generate qualified leads through networking, referrals, business events, in-person meetings, LinkedIn, WhatsApp, email, and telephone outreach.
- Initiate conversations with business owners, decision-makers, and senior finance professionals in the Indian market.
- Understand prospective clients business requirements and identify relevant accounting, finance, tax, payroll, compliance, and reporting needs.
- Introduce Finsmart's services clearly and communicate the value we can provide to potential clients.
- Build and maintain strong skilled relationships with prospects, referral partners, and business contacts.
- Schedule and coordinate discovery calls, consultations, and meetings with qualified prospects.
- Participate in meetings and support initial business conversations with potential clients.
- Maintain regular communication with prospects and provide relevant information based on their requirements.
- Follow up on discussions, clarify basic queries, and ensure timely coordination between prospects and the internal sales or leadership team.




- Support the sales team in preparing proposals, sharing service information, and progressing business discussions.
- Assist with basic commercial discussions and provide support during preliminary contract negotiations.
- Maintain accurate lead, contact, activity, and pipeline information in Zoho CRM.
- Record meeting outcomes, next steps, follow-up schedules, and prospect requirements.
- Work closely with the sales and leadership teams to improve lead quality, engagement, and conversion rates.
- Collect market feedback and share insights regarding client expectations, industry trends, and business opportunities.
- Build long-term relationships that encourage repeat engagement, referrals, and future business opportunities.

Must-Have Skills and Qualifications

- Experience in lead generation, business development, sales, client acquisition, or relationship management.
- Experience generating business opportunities in the Indian market.
- Excellent verbal communication skills in English and Hindi.
- Marathi communication skills will be preferred.
- Strong networking and relationship-building abilities.
- Confidence in speaking with business owners, senior stakeholders, and decision-makers.
- Comfortable participating in meetings, business discussions, and external networking activities.
- Strong follow-up, coordination, and relationship management skills.
- Hands-on experience with Zoho CRM or any other CRM platform.
- Basic understanding of sales negotiation and commercial discussions.




- Comfortable communicating through calls, WhatsApp, email, LinkedIn, and face-to-face meetings.
- Willingness to attend meetings, networking events, and business gatherings as required.

What Will Make You Stand Out

- Experience attending BNI meetings, trade meets, business networking events, industry gatherings, or professional forums.
- Existing connections with business owners, entrepreneurs, finance professionals, or corporate decision-makers.
- Experience promoting accounting, finance, tax, payroll, compliance, outsourcing, or other professional services.
- Ability to start conversations with senior stakeholders and establish trust quickly.
- Strong understanding of the Indian business environment.
- Ability to understand business challenges and connect prospects with suitable service solutions.
- Experience supporting proposals, introductory consultations, or early-stage commercial discussions.
- A proactive approach to identifying opportunities and representing the company externally.

Ideal Candidate Profile

You are someone who:

- Enjoys meeting new people and expanding your professional network.
- Communicates with confidence, clarity, and professionalism.
- Is comfortable speaking directly with potential clients and understanding their requirements.
- Can represent Finsmart positively in meetings, events, and business conversations.
- Converts professional conversations into qualified business opportunities.
- Is proactive rather than waiting for leads to come in.
- Follows up consistently and keeps prospects engaged throughout the discussion process.
- Builds long-term professional relationships instead of focusing only on short-term conversions.
- Works effectively with internal sales and leadership teams to move opportunities forward.
- Is motivated by business growth, relationship development, and successful client engagement.

📌 Lead Generation Executive (Pune)
🏢 r3 Consultant
📍 Pune