Lead Generation Specialist

3 days ago


Kottayam, India MProfit Full time

Company: MProfit

Job Title: Lead Generation Specialist

Location: Nariman Point, Mumbai



Company Profile:


MProfit is a rapidly growing wealth-tech company reshaping how Indians view and track their wealth. 


Backed by Rainmatter (by Zerodha) and other distinguished investors, MProfit equips investors and wealth professionals with cutting-edge solutions that offer a clear, consolidated view of their financial assets, enabling better insights and decision-making.


As a robust, data-driven platform, MProfit is trusted by HNIs, UHNIs, and Family Offices to track and analyse diverse, multi-asset investment portfolios. Our proprietary integrations with 1200+ institutions elevate data aggregation to a new standard of precision and automation.


Today, MProfit is a leader in India’s wealth-tech ecosystem, with customers in 300+ cities collectively tracking 1.5 lakh+ portfolios. As we continue to expand our dynamic team, we remain committed to launching new products, pioneering innovations, and redefining wealth tracking for modern India.


Job Summary:

We are seeking a highly motivated and experienced Lead Generation Specialist who is passionate about sales, has a strong background in outbound lead generation, and has a good grasp of the financial markets ecosystem. The ideal candidate should be a go-getter, great at building and identifying ideal customer profiles (ICPs) and familiar with outbound lead generation processes.



Key Responsibilities:

  • Lead generation and qualification: Generate leads by identifying potential ICPs, developing comprehensive databases and reaching out via various channels
  • Customer datasets: Identify and build datasets of potential clients by thoroughly understanding and building ICPs, using tools such as and Private Circle. Conduct research to identify target prospects in the HNI, family office, and wealth management space.
  • Customer outreach: Reach out to leads via all channels, including WhatsApp, email, and cold calls.
  • Personalized outbound messaging: Develop tailored messaging that resonates with the pain points and needs of prospects.
  • Data management and reporting: Update and maintain accurate records in CRM systems, tracking engagement metrics and lead status.
  • Collaboration: Work closely with the marketing and sales teams to align sales efforts with company goals and customer needs.


Desired Candidate Profile:

  • Relevant experience of 2-4 years in lead generation, preferably in the wealth management or SaaS ecosystems, with a proven track record of meeting or exceeding lead generation targets.
  • Excellent verbal and written communication skills, with the ability to present complex information clearly and persuasively.
  • Strong proficiency in using Sales Navigator, email outreach tools, CRM systems and outbound automation platforms.
  • Ability to work independently, manage multiple lead generation campaigns and meet deadlines.
  • Bonus: Experience working with HNIs, family offices and wealth managers.



Why Join MProfit?  


  • Growth opportunities: Be a part of a rapidly growing fintech company with ample opportunities for career advancement.
  • Impactful role: Play a crucial role in shaping MProfit’s future by creating and developing datasets of potential customers and building relationships with the,
  • Dynamic culture: Join a passionate and collaborative team dedicated to making a difference in the world of investment management.


If you are enthusiastic about lead generation and eager to help grow a leading fintech company, we would love to hear from you 




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