Presales Executive

Role & responsibilities:

• Engage with potential clients through calls, emails, and messaging platforms to introduce them to our investment offerings.
• Understand basic customer financial needs and communicate relevant product options.
• Generate, qualify, and document leads with accurate client information.
• Schedule consultations and meetings for senior sales managers.
• Maintain CRM records and ensure timely follow-ups to nurture investor interest.
• Assist in organizing webinars, workshops, and campaigns focused on financial literacy and investment awareness.
• Stay updated on mutual funds, SIPs, insurance products, and other market-linked instruments (training will be provided).

Qualifications:

• Bachelors degree in Finance, Business, Economics, or any related field (freshers welcome).
• Basic understanding of financial or investment concepts is a plus, but not mandatory.
• Strong communication and interpersonal skills.
• Target-driven mindset with eagerness to learn.
• Proficiency in MS Office and CRM tools is preferred but not required.