Manager - Corporate Outreach & Lead Generation

Job Profile – Manager / Executive – Corporate Outreach & Lead GenerationLocation[Hyderabad / Location]

Experience2–5 years in corporate presentations, business development, financial services, employee engagement, wealth management, B2B outreach or lead generation.

About the Role:

Wealocity is looking for a dynamic and articulate professional to drive corporate outreach, financial awareness programmes and lead generation across Retail, HNI and Super HNI segments.

The person will be responsible for identifying organisations where Wealocity can conduct financial/wealth-management presentations, building relationships with HR/management teams, conducting engaging sessions and converting the resulting interest into qualified investment prospects.

This is a lead-generation and relationship-building role, with the sales/wealth management team taking the lead through the subsequent conversion process.

Key Responsibilities

1.Corporate Outreach:

• Identify companies, professional organisations, business groups and institutions where Wealocity can conduct financial awareness or investment programmes.
• Build relationships with HR heads, senior management, employee engagement teams and decision-makers.
• Approach organisations and secure opportunities for presentations and financial awareness sessions.
• Develop a database of prospective corporate relationships.
• Build a regular pipeline of corporate presentation opportunities.

2. Corporate Presentations:

Plan and conduct engaging presentations on topics such as:

• Financial Planning
• Wealth Creation
• Mutual Funds
• Retirement Planning
• Tax-efficient investing
• Asset Allocation
• Equity Investing
• PMS & AIF
• International Investments
• Estate & Succession Planning
• Understanding Market Cycles
• Goal-based investing

The content should be educational and informative, rather than product-pushing.

3. Lead Generation:

Generate qualified leads from corporate programmes across three segments:

• Retail: Salaried employees and emerging investors
• HNI: Senior professionals, entrepreneurs and business owners
• Super HNI: CXOs, promoters, entrepreneurs, senior executives and high-net-worth families

4. Lead Qualification:

Not every attendee should be treated as a qualified lead.

The employee should categorise leads as: Hot | Warm | Nurture | Not Qualified

and provide sufficient information to the Sales/Wealth Management team for meaningful follow-up.

• 5. Lead Handover & Tracking: Ensure qualified leads are handed over promptly to the relevant Sales/Relationship Manager.
• Maintain a lead tracker from generation → qualification → allocation → first contact → meeting → conversion.
• Follow up with the internal sales team to understand the status of leads generated.
• Track conversion rates and identify which corporate programmes generate better-quality prospects.

6. Relationship Building: Develop long-term relationships with organisations that can provide recurring opportunities for:

• Employee financial-awareness sessions
• Corporate investment programmes
• Senior-management sessions
• HNI/CXO events
• Financial wellness programmes

The objective should be to turn a one-time presentation into a long-term corporate relationship.