Specialist- Lead generation

Leading Wealth Mgt and financial advisory firm requires Specialist- Lead generation- - Mumbai (BKC) One of our client a Multi-Family Office and Advisory firm, is a subsidiary of leading financial services and Wealth mgt firm a leading player in FX and Treasury management for over 20 years.We provide tailored investment solutions to High-net-worth individuals (HNIs), family offices, single-family businesses, and trusts. Our bespoke investment advisory services are crafted to meet the unique objectives of each client, offering a "state-of-the-art" approach. Our extensive industry network, collaborations, and credibility are the cornerstone of our success.It is a one stop Treasury and FX Solutions firm that has been successfully established for more than 20 years. We engage with Indian and global clients ranging from Rs. 200 crs to Rs.10000 crs topline in various industries.Its wealth Management arm which is a multifamily office and helps multiple family offices and HNI's. Under the leadership of its CEO its team has catered to over 950 clients and has managed a cumulative client exposure of over 20 billion USD across various industries. We are looking out for Specialist- Lead Generation for our client office at BKC in Mumbai Role Description- A Lead Generation Specialist will drive growth by identifying High-Net-Worth Individuals (HNIs), building databases, and scheduling prospect meetings. Role Description The specialist will identify and secure new leads, research potential clients, and create strategies to generate qualified leads. Responsibilities include engaging with prospects, nurturing client relationships, and supporting the sales team in achieving targets through effective communication and lead management. Qualifications -Proficiency in identifying New Leads and executing successful Lead Generation strategies -Strong Communication skills to engage and build relationships with potential clients -Experience in Sales, with a focus on converting prospects and driving result -Prior experience in financial services or technology is a plus Key requirements include target-driven outreach, CRM management, and a basic understanding of financial products. Position Overview -Role Title: Lead Generation Specialist / Wealth Development Executive -Industry: Financial Services / Wealth Management / Wealth-Tech -Target Audience: High Net Worth Individuals (HNIs), Ultra-HNIs, Family Offices, and Business Owners Key Responsibilities -Prospecting & Research: Identify and map Ideal Customer Profiles in the HNI and family office ecosystem using tools like LinkedIn Sales Navigator and financial databases. -Multi-Channel Outreach: Execute customized cold outreach campaigns via phone calls, emails, LinkedIn messaging, and WhatsApp. -Lead Qualification: Assess prospective clients' investment readiness, risk appetite, and asset sizes before handing qualified leads over to senior Wealth Advisors. -Pipeline & CRM Management: Maintain accurate records of interactions, track conversion metrics, and update pipeline statuses in CRM platforms like HubSpot or Zoho. -Compliance Adherence: Ensure all initial data collection aligns with SEBI and company privacy standards. Required Qualifications & Skills -Experience: 3 to 8 years of proven B2B or financial services lead generation/inside sales experience. -Education: Bachelors degree in Commerce, Finance, Economics, or Business Administration (MBA is a plus). -Product Knowledge: Familiarity with Indian financial markets, Mutual Funds, PMS (Portfolio Management Services), and equity/debt instruments. -Communication: Exceptional verbal and written English/Hindi communication skills with a confident phone presence. If the position interests you and you find a fitment kindly share your cv at career@megmaservices.co.in or contact Rajat- 7011354635 Kindly share the following details -Current ctc n notice period -Expected ctc - Relevant experience in led generation in financial services/wealth mgt or similar set up