Start Your Career in Finance with SN Wealth Are you a Graduate or MBA fresher looking to build a career in the Finance & Wealth Management industry?

About the Role
SN Wealth is looking for a confident, proactive, and detail-oriented fresher with excellent English communication skills to join our team. The role involves researching and extracting relevant prospect data, executing email marketing campaigns, and connecting with prospective clients through professional phone calls. The ideal candidate should be comfortable communicating with senior professionals, business owners, and High-Net-Worth Individuals (HNIs) with confidence, clarity, and professionalism.

Key Responsibilities
• Data Extraction & Research: Identify, research, and maintain accurate databases of prospective clients using relevant online platforms and professional networks.
• Email Marketing: Prepare and execute email outreach campaigns and maintain records of emails sent.
• Cold Calling & Follow-ups: Call prospects who have received our emails, introduce SN Wealth, understand their interest, and follow up professionally.
• Lead Management: Track responses, maintain daily activity reports, and update lead status in the database or CRM.
• Professional Communication:



Communicate confidently and courteously with business owners, senior professionals, and HNI prospects.
• Campaign Coordination: Work with the team to improve outreach effectiveness and generate qualified leads. Eligibility &

Skills:
• Freshers are welcome to apply.
• Excellent spoken and written English is essential.
• Strong verbal communication, confidence, and professional telephone etiquette.
• Comfortable speaking with senior professionals and affluent prospective clients.
• Basic knowledge of MS Excel, Google Sheets, and email communication.
• Valuable research skills and attention to detail.
• Willingness to learn, take ownership, and work towards daily targets. Preferred: Candidates with an interest in financial services, marketing, lead generation, or business development.

What We Offer
• Opportunity to learn lead generation and client outreach in the wealth and financial services industry.
• Practical exposure to email marketing, prospect research, and professional communication.
• A supportive environment to develop communication and business development skills. ? Interested candidates can apply through LinkedIn or send their resume to:[email protected]

📌 Client Outreach Executive (Thane)
🏢 SN WEALTH
📍 Thane