Lead Generation Specialist

Company Description Yea Wealth is a comprehensive financial services firm that helps individuals, families, and businesses build and protect the wealth required for the lives they envision. The team designs personalized strategies across investment management, retirement planning, estate preservation, and tax optimization. With a focus on transparency and integrity, Yea Wealth builds long-term relationships and supports clients through every stage of their financial journey. The firm’s approach is goal-driven, prioritizing each client’s aspirations while helping them grow, protect, and preserve what matters most.
Role Description The Lead Generation Specialist is a part-time, on-site role based in Kochi. This role involves identifying and qualifying new leads through research, outbound calls, emails, social media, and networking activities. The specialist will maintain and update lead databases, schedule appointments or consultations for the advisory team, and collaborate with sales and marketing to develop targeted outreach campaigns. Daily responsibilities also include tracking lead performance, preparing basic reports on lead activity, and ensuring that all interactions reflect Yea Wealth’s commitment to professional, ethical client engagement.
Qualifications
Ability to identify and qualify New Leads and execute effective Lead Generation activities.
Strong Communication skills, including clear verbal and written interaction with prospects and internal teams.
Experience with CRM or lead management tools, and basic proficiency in office productivity software.
Goal-oriented mindset with strong attention to detail, organization, and time management.
Prior experience in financial services, wealth management, or a related domain is an advantage.
Relevant diploma or degree in business, finance, marketing, or an associated field preferred.

Work arrangement
Yes