Lead Generation Specialist

Company: Fynro Advisory Services Pvt. Ltd.
Location: Chennai
Work Mode: Work from Office
Experience: 5+ Years
Function: Sales / Business Development
Employment Type: Full-time

Compensation: Best in Industry

About Fynro

Fynro is a technology-driven, SEBI-registered financial advisory company focused on making financial planning more personalized, transparent, and accessible. We combine technology with human expertise to help individuals and families make informed financial decisions across investments, insurance, tax planning, retirement, and other important financial goals.

Role Overview

We are looking for a confident, empathetic, and communication-focused Lead Generation Specialist to engage with prospective customers and generate qualified leads for Fynro's financial advisory services.

The role involves initiating conversations with potential customers, understanding their financial needs at a high level, creating interest in Fynro's advisory offering, qualifying prospects, and scheduling meaningful discussions with the Sales / Advisory team.

This is a customer-engagement and lead-generation role, not a traditional product-selling role. The ideal candidate should be comfortable having consultative conversations and building trust with prospective customers.

Key Responsibilities

- Make outbound calls to prospective customers and generate qualified leads.
- Understand the prospect's financial goals, requirements, and broad areas of concern through effective questioning.
- Clearly communicate Fynro's value proposition and explain how professional financial advisory can help.




- Build rapport and establish trust through empathetic and meaningful conversations.
- Qualify leads based on defined parameters such as need, interest, financial profile, and readiness to engage.
- Schedule appointments / consultations with the relevant Sales or Advisory team.
- Follow up consistently with interested prospects and move them through the lead funnel.
- Handle basic objections professionally and identify opportunities for further engagement.
- Maintain accurate records of conversations, lead status, follow-ups, and outcomes in the CRM.
- Coordinate closely with the Sales, Advisory, and Customer Delight teams to ensure smooth lead handover.
- Track daily and weekly performance against lead-generation and conversion metrics.
- Continuously improve calling approaches, pitch quality, and lead qualification based on customer responses and feedback.

What We're Looking For

- 5+ years of experience in telecalling, inside sales, lead generation, telesales, customer engagement, or a similar role.
- Excellent verbal communication and interpersonal skills.
- Strong active listening and questioning skills.
- High level of empathy, patience, and customer orientation.
- Ability to build rapport and hold meaningful conversations with customers.




- Strong persuasion and objection-handling skills without being overly aggressive.
- Comfortable working with targets, KPIs, and performance metrics.
- Basic understanding of financial products, investments, insurance, or financial planning will be an advantage.
- Experience working with CRM / calling platforms is preferred.
- Good working knowledge of MS Office / Google Workspace.
- Self-motivated, disciplined, and comfortable working in a quick-paced fintech/start-up environment.

Key Skills

Good Communication Skils | Lead Generation | Telecalling | Inside Sales | Customer Engagement | Financial Services | Communication | Active Listening | Empathy | Relationship Building | Objection Handling | Lead Qualification | Follow-ups | CRM | Target Orientation

Key Performance Indicators

- Qualified leads generated
- Lead-to-appointment conversion
- Appointment show-up rate
- Call-to-lead conversion
- Follow-up effectiveness
- Lead quality
- Daily calling / engagement activity
- Conversion contribution to the Sales / Advisory pipeline

Why Join Fynro?

- Chance to work with a growing FinTech and financial advisory company.
- Exposure to the evolving wealth and financial planning ecosystem.
- Opportunity to work closely with experienced Sales and Investment Advisory professionals.
- Learn consultative selling in a customer-first financial advisory environment.
- Performance-driven culture with opportunities for career growth.
- Be part of a team working to transform how financial advice is delivered in India.

📌 Lead Generation Specialist (Chennai)
🏢 Fynro Advisory Services
📍 Chennai