Lead Generation Specialist – Stock Trading Industry

Department: Sales & Marketing
Location: Remote
Employment Type: Full-time/Part - Time
Reports To: Head of Sales / Marketing Manager

About the Role

We are looking for a driven Lead Generation Specialist to build and manage a steady pipeline of qualified prospects for our stock trading products and services. You will identify, attract and engage potential traders and investors, then pass sales-ready leads to our onboarding and sales teams. The ideal candidate understands the financial markets, communicates clearly and responsibly, and is motivated by measurable results.

Key Responsibilities

- Identify and research prospective retail traders, investors and, where relevant, institutional or high-net-worth clients across multiple channels.
- Plan and run outbound campaigns through email, LinkedIn, phone and messaging platforms.
- Support inbound lead generation through paid ads, SEO, webinars, landing pages and social media in coordination with the marketing team.
- Qualify leads based on trading experience, capital, goals and risk appetite, and hand them to sales with clear notes.
- Maintain accurate lead records and pipeline data in the CRM (e.g., HubSpot, Salesforce, Zoho).
- Run A/B tests on messaging, offers and channels to improve conversion rates and reduce cost per lead.
- Promote trading platforms, educational content, free trials and demo accounts to the target audience.
- Track, analyse and report weekly and monthly KPIs, including lead volume, lead quality, conversion rate and cost per acquisition.
- Ensure all outreach and promotional content complies with applicable financial regulations, advertising rules, data privacy laws (such as GDPR) and company policy, including appropriate risk disclosures.
- Stay current on market trends, competitor offerings and industry news.





RequirementsEssential

- 1–3 years of experience in lead generation, business development or digital marketing, preferably in financial services, brokerage, fintech or trading.
- Working knowledge of stock markets, trading platforms and common investor products (equities, ETFs, options, CFDs).
- Hands-on experience with CRM systems and lead generation tools (e.g., LinkedIn Sales Navigator, Apollo, Mailchimp).
- Excellent written and verbal communication skills.
- Strong analytical skills and comfort working with metrics and dashboards.
- Self-motivated, organised and able to work toward targets.

Preferred

- Experience with paid advertising (Google Ads, Meta Ads) and SEO basics.
- Understanding of financial compliance and marketing regulations.
- Familiarity with marketing automation and funnel optimisation.
- Fluency in additional languages relevant to our target markets.
- Relevant certification or coursework in finance, marketing or sales.

Key Performance Indicators

- Number of qualified leads generated per month
- Lead-to-opportunity and lead-to-funded-account conversion rates
- Cost per lead and cost per acquisition
- Response time and follow-up consistency
- CRM data accuracy and compliance adherence

What We Offer

- Competitive base salary with performance-based incentives or commission
- Career growth in a fast-moving financial industry
- Training on trading products and market fundamentals
- [Benefits: health insurance, flexible work, learning budget, etc.]

How to Apply

Send your CV and a short cover letter to [[email protected]] with the subject line "Lead Generation Specialist – Stock Trading."

[Algoji Enterprises Private Limited] is an equal prospect employer and welcomes applicants from all backgrounds.

Pay: ₹15,000.00 - ₹25,000.00 per month

Benefits:

- Flexible schedule
- Work from home

Work Location: Remote

📌 Lead Generation Specialist in stock market (India)
🏢 Algoji Enterprises Private
📍 India