Wealth Management Lead Generation Expert
Budget: ₹1,500 – ₹12,500 INR
Project Title: B2C Lead Generation Specialist – Wealth Management
Project Description:
We are looking for a result-driven Lead Generation expert to source high-quality B2C leads for a Wealth Management firm based in Mumbai. The goal is to identify individuals interested in investment products (Mutual Funds, PMS, SIPs) and financial planning.
The Goal:
We require "warm" or high-intent leads. Our benchmark for quality is a 10% appointment setting rate (i.e., for every 100 leads provided, at least 10 should result in a confirmed meeting for our field sales team).
Scope of Work:
Sourcing B2C leads specifically in the Mumbai/Chembur region.
Filtering leads based on financial capacity and interest in wealth products.
Providing verified contact details (Name, Phone Number, Profession/Segment).
Optional but preferred: Experience in LinkedIn prospecting or digital lead funnels.
Requirements:
Proven track record in Financial Services/Insurance lead generation.
Ability to demonstrate previous conversion or appointment rates.
Clean, verified data (no "dead" or DND-heavy lists).
Understanding of the Indian HNI landscape is a major plus.
Budget & Performance:
Please quote your rate per 100 verified leads. We are looking for a long-term partner if the initial batch meets the 10% appointment threshold.
Project Description:
We are looking for a result-driven Lead Generation expert to source high-quality B2C leads for a Wealth Management firm based in Mumbai. The goal is to identify individuals interested in investment products (Mutual Funds, PMS, SIPs) and financial planning.
The Goal:
We require "warm" or high-intent leads. Our benchmark for quality is a 10% appointment setting rate (i.e., for every 100 leads provided, at least 10 should result in a confirmed meeting for our field sales team).
Scope of Work:
Sourcing B2C leads specifically in the Mumbai/Chembur region.
Filtering leads based on financial capacity and interest in wealth products.
Providing verified contact details (Name, Phone Number, Profession/Segment).
Optional but preferred: Experience in LinkedIn prospecting or digital lead funnels.
Requirements:
Proven track record in Financial Services/Insurance lead generation.
Ability to demonstrate previous conversion or appointment rates.
Clean, verified data (no "dead" or DND-heavy lists).
Understanding of the Indian HNI landscape is a major plus.
Budget & Performance:
Please quote your rate per 100 verified leads. We are looking for a long-term partner if the initial batch meets the 10% appointment threshold.
Related categories:
Research
Telemarketing
Sales
Leads
Digital Marketing
Lead Generation
Appointment Setting
Wealth Management