01Overview
Job Title: Lead Qualifier (Sales Support)
Location: Noida (Work from Office)
Department: Sales
Employment Type: Full time
About Fincart
Fincart is one of India's leading wealth management organizations, dedicated to helping individuals achieve their financial goals through personalized financial planning and investment solutions. With a strong presence across multiple cities and a team of 170+ professionals, Fincart combines technology, expert advice, and customer-centricity to deliver exceptional financial experiences.
We believe in continuous learning, innovation, and creating opportunities for individuals to build rewarding careers.
Role Overview
As a Lead Qualifier, you will play a critical role in the sales process by engaging with prospective customers, understanding their requirements, and identifying qualified opportunities for the sales team. You will act as the first point of contact, ensuring every lead is effectively evaluated and routed to the appropriate Financial Advisor.
Key Responsibilities
- Connect with prospective customers through inbound and outbound calls.
- Qualify leads generated through digital campaigns, social media, webinars, workshops, referrals, and other marketing initiatives.
- Understand customer requirements, financial goals, and readiness to engage with our advisory team.
- Schedule appointments and transfer qualified leads to Financial Advisors for detailed consultations.
- Conduct follow-up and feedback calls to nurture prospects and improve customer engagement.
- Maintain accurate records of customer interactions, lead status, and follow-up activities in the CRM.
- Coordinate closely with the Sales and Marketing teams to improve lead quality and conversion rates.
- Ensure timely follow-ups to maximize lead conversion opportunities.
- Meet daily calling, lead qualification, and appointment booking targets while maintaining high-quality customer interactions.
Desired Candidate Profile
- Graduate in any discipline (Fresher .
