Karvy - Head - Lead Management Services/Systems

Head - Lead Management Services

About Karvy

Karvy is a premier integrated financial services company, ranked amongst the top-5 in the country across all the business segments that it has presence in. The Group services over 70 million individual investors in various capacities, and provides investor services to 600 of the best of Corporate India. Karvy covers the entire spectrum of financial services, such as stock broking, registry services, depository services, distribution (of financial products including mutual funds, bonds and fixed deposits), commodities broking, currencies broking, personal finance advisory services, merchant banking & corporate finance, wealth management, NBFC, insurance repository, equity placement, and IPOs among others. The Group is professionally managed with a combined staff strength of nearly 8500 employees across the length and breadth of the country and ranks among the best in technology, operations and research.

Purpose of role :

To head the Lead Management Systems

Key Responsibilities :

- Connect with outbound prospects using phone and email and respond to all inbound leads

- Document all activities in the CRM and manage the information in the database on all lead prospects and opportunities

- Accumulating, drafting & maintaining Data to streamline the Promotions & Campaign details

- To provide drive performance to across all LMS executive on primary calling

- Handling Outbound calls to generate Leads for Broking & third party accounts

- Coordinating with the executive for Lead Quality and feedback on day to day basis.

- Preparing Individual MIS and daily reports.

- Training new recruits on process and taking their Mock Calls.

- Work closely with the team at H.O. and branches to accelerate sales cycle, extend reach into target accounts and refine the lead development process

- Co-ordination with business for Set appointments of sales personnel (FAs/RMs)

- Have the ability to multitask and prioritize large lists of leads

- Help with list building and other research projects

- Manage a team of people

- Develop value proposition messaging

- Ad hoc reporting on pipeline opportunities

- Pre-qualify leads for the Relationship Manager/Financial Advisor

- Ensure Conversion targets are met on inbound & Outbound Line