Inside Sales & Lead Generation Executive – Financial Services

Credahead Fin Consultancy Pvt. Ltd. is a financial consultancy and DSA company working with banks and NBFCs to facilitate various loan and financial products.

We are looking for an energetic and target-oriented Inside Sales & Lead Generation Executive who will be responsible for generating business leads, developing potential channel-partner relationships, fixing appointments for our Relationship Executive, and following up with prospects.

This is an outbound sales and lead-generation role, not a customer-support/BPO role.

Key Responsibilities

- Make outbound calls to prospective customers and business/channel partners.

- Identify and connect with Chartered Accountants, GST consultants, property consultants, real-estate brokers, business consultants, insurance agents, and other potential referral partners.

- Introduce Credahead and explain our financial-services offerings in a clear and professional manner.

- Understand the prospect's requirements and identify potential business opportunities.

- Generate qualified leads and appointments for the field Relationship Executive.

- Follow up regularly with interested prospects and maintain the sales pipeline.

- Maintain accurate records of calls, leads, follow-ups, appointments, and outcomes.

- Confirm appointments and coordinate meetings between prospects and the Relationship Executive.

- Follow up on potential loan enquiries and assist in moving qualified leads to the next stage.

- Achieve daily, weekly, and monthly calling and lead-generation targets.

- Work closely with the Relationship Executive and management team to improve lead conversion.

- Maintain professional relationships with prospective channel partners.

- Update lead information in Excel/Google Sheets/CRM on a regular basis.

Daily Activities

The selected candidate will be expected to:

- Make approximately 60–80 meaningful outbound calls per day.

- Speak with prospective channel partners and customers.

- Generate qualified prospects.

- Fix meetings/appointments for the Relationship Executive.

- Follow up with previously contacted prospects.

- Maintain a proper database of prospects and follow-ups.

- Submit daily activity and performance reports.

Candidate Profile

We are looking for someone who is:

- Confident and comfortable speaking to people over the phone.

- Good at communication and relationship building.

- Comfortable making cold calls.

- Persistent and able to handle rejection positively.

- Target-oriented and motivated by incentives.

- A good listener who can understand customer requirements.

- Comfortable using WhatsApp, Excel/Google Sheets and basic computer applications.

- Willing to learn about banking, loans and financial products.

- Able to work independently as well as with a sales team.

Preferred Experience

Candidates with experience in any of the following areas will be preferred:

- Telecalling

- Telesales

- Inside Sales

- Lead Generation

- Business Development

- Banking

- NBFC

- Loan/DSA sales

- Insurance

- Fintech

- Real Estate

- B2B Sales

Freshers with excellent communication skills and a strong sales attitude may also apply.