We are looking for a proactive and target-oriented Pre-Sales / Lead Generation Executive to identify potential clients, generate qualified leads, and create business opportunities for our Equity Research services in the Indian market.
Key Responsibilities
- Generate leads through outbound Cold Calling.
- Identify and connect with potential clients, including retail investors, traders, and stock market enthusiasts.
- Introduce the company's Equity Research services and explain the available offerings to prospective clients.
- Understand customer requirements, assess their interest, and qualify potential leads.
- Conduct regular follow-ups and schedule qualified prospects for the Sales team.
- Maintain and update lead databases, CRM records, and follow-up trackers.
- Achieve assigned daily, weekly, and monthly lead generation targets.
- Prepare regular reports on calls, leads generated, and lead conversion.
Required Skills & Qualifications
- Graduate in any discipline; Finance or Commerce background preferred.
- 1 to 3 years of experience in Pre-Sales, Lead Generation, Telesales, or Business Development.
- Experience in financial services, stockbroking, equity research, or investment advisory will be an added advantage.
- Excellent communication, interpersonal, and convincing skills.
- Basic understanding of the Indian stock market and financial products.
- Comfortable with outbound calling and target-based work.
- Valuable knowledge of MS Excel and CRM tools.
Key Competencies
- Strong communication and customer engagement.
- Lead generation and prospect qualification.
- Follow-up and relationship management.
- Target orientation and business development mindset.