Executive - Pre Sales - Wealth

2 months ago


Mumbai, India IFA Global Full time

Experience : 2 years+ Qualification : Graduate/MBA (Finance)

Location: Mumbai - BKC (Kurla West)- This is a Professional Services Pre - Sales position in the team, and is responsible for driving business, achieving monthly meetings and acquiring new clients.
- One should target to set 15 meetings per month for Senior Management.
- Pitching wealth products to HNI/ UHNI Maintaining proper records of leads created, meetings set, presentation creation in ZOHO.

Experience / Eligibility & Skill Set Required
- Graduate/ MBA with good understanding of financial concepts
- It is a B2B sales.
- Excellent English verbal and written communication.
- Passionate about Sales and Connecting with People



  • Mumbai, Maharashtra, India IFA Global Full time

    Experience : 2 years+ Qualification : Graduate/MBA (Finance)Location: Mumbai - BKC (Kurla West)- This is a Professional Services Pre - Sales position in the team, and is responsible for driving business, achieving monthly meetings and acquiring new clients. One should target to set 15 meetings per month for Senior Management. Pitching wealth products to HNI/...

  • Pre Sales

    2 months ago


    Mumbai, Maharashtra, India IFA Global Full time

    **Role Description** Looking for Freshers& Experienced who will over a period of 2-3 years develop strong skills in relationship building and understanding of various topics in Treasury, Corporate Finance, Banking, Wealth Management since they will be a part of most meetings at Promoter levels. - This is a Professional Services Pre - Sales position in the...

  • Spark Capital

    2 months ago


    Mumbai, India Spark Private Wealth Full time

    Executive - Wealth and Responsibilities:- Should have understanding regarding the transaction processing of Product of Equity, Fixed Income and Mutual Funds.- Work on timely delivery of data and manage the TAT of all given operational activities.- Knowledge of reconciliation for various asset class like Equity & Mutual of a Degree but a PG degree...


  • Mumbai, Maharashtra, India Hunarstreet Technologies Pvt Ltd Full time

    **Role Description** It is an entrepreneur role. Someone really keen to acquire knowledge and grow in life should apply. - This is a Professional Services Pre - Sales position in the team, and is responsible for driving business, achieving monthly meetings and acquiring new clients through consultative selling of the services. One should target to set 15...


  • Mumbai, Maharashtra, India Hunarstreet Technologies Pvt Ltd Full time

    Role DescriptionIt is an entrepreneur role. Someone really keen to acquire knowledge and grow in life should apply. This is a Professional Services Pre Sales position in the team, and is responsible for driving business, achieving monthly meetings and acquiring new clients through consultative selling of the services. One should target to set 15 meetings per...


  • mumbai, India Intellect Design Arena Ltd Full time

    Leadership Role-Intellect Design ArenaPosition Title: Business HeadDomain-Wealth ManagementLocation: MumbaiReports To: CEOExp-18+Position Overview:The Business Head, Wealth Products is responsible for driving revenue, growth, New customer acquisition, Product Management, Pre Sales, Inside Sales and Sales functions respectively.This senior leadership role...


  • mumbai, India InCred Wealth Full time

    InCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA.The company is part of the InCred Group, which has growing businesses across Retail lending, Wealth Management, Asset Management, Investment Banking and Institutional...


  • Mumbai, India Intellect Design Arena Ltd Full time

    Leadership Role-Intellect Design ArenaPosition Title: Business HeadDomain-Wealth ManagementLocation: MumbaiReports To: CEOExp-18+Position Overview:The Business Head, Wealth Products is responsible for driving revenue, growth, New customer acquisition, Product Management, Pre Sales, Inside Sales and Sales functions respectively.This senior leadership role...


  • mumbai, India Intellect Design Arena Ltd Full time

    Leadership Role-Intellect Design Arena Position Title: Business Head Domain-Wealth Management Location: Mumbai Reports To: CEO Exp-18+ Position Overview: The Business Head, Wealth Products is responsible for driving revenue, growth, New customer acquisition, Product Management, Pre Sales, Inside Sales and Sales functions respectively. This senior...


  • mumbai, India Intellect Design Arena Ltd Full time

    Leadership Role-Intellect Design ArenaPosition Title: Business HeadDomain-Wealth ManagementLocation: MumbaiReports To: CEOExp-20+Mandatory-Global Experience in Wealth Management ProductsPosition Overview:The Business Head, Wealth Products is responsible for driving revenue, growth, New customer acquisition, Product Management, Pre Sales, Inside Sales and...


  • Mumbai, India InCred Wealth Full time

    InCred Wealthis a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA.The company is part of the InCred Group, which has growing businesses across Retail lending, Wealth Management, Asset Management, Investment Banking and Institutional...


  • mumbai, India Intellect Design Arena Ltd Full time

    Leadership Role-Intellect Design Arena Position Title: Business Head Domain-Wealth Management Location: Mumbai Reports To: CEO Exp-20+ Mandatory-Global Experience in Wealth Management Products Position Overview: The Business Head, Wealth Products is responsible for driving revenue, growth, New customer acquisition, Product Management, Pre Sales, Inside...


  • mumbai, India Intellect Design Arena Ltd Full time

    Leadership Role-Intellect Design ArenaPosition Title: Business HeadDomain-Wealth ManagementLocation: MumbaiReports To: CEOExp-20+Wealth Management ProductsPosition Overview:The Business Head, Wealth Products is responsible for driving revenue, growth, New customer acquisition, Product Management, Pre Sales, Inside Sales and Sales functions respectively.This...


  • mumbai, India Intellect Design Arena Ltd Full time

    Leadership Role-Intellect Design ArenaPosition Title: Business HeadDomain-Wealth ManagementLocation: MumbaiReports To: CEOExp-20+Wealth Management ProductsPosition Overview:The Business Head, Wealth Products is responsible for driving revenue, growth, New customer acquisition, Product Management, Pre Sales, Inside Sales and Sales functions respectively.This...


  • mumbai, India InCred Wealth Full time

    InCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA. The company is part of the InCred Group, which has growing businesses across Retail lending, Wealth Management, Asset Management, Investment Banking and...


  • Mumbai, India InCred Wealth Full time

    InCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA. The company is part of the InCred Group, which has growing businesses across Retail lending, Wealth Management, Asset Management, Investment Banking and Institutional...


  • Mumbai, India InCred Wealth Full time

    InCred Wealth is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA. The company is part of the InCred Group, which has growing businesses across Retail lending, Wealth Management, Asset Management, Investment Banking and Institutional...

  • Pre Sales Executive

    4 weeks ago


    Mumbai, India Kaapro Management Solutions Full time

    Opening: 2 Nos.- Job ID: 70554- Employment Type: Full Time- Reference: - Work Experience: 1.0 Year(s) To 2.0 Year(s)- CTC Salary: Not Disclosed by Recruiter- Function: Sales / BD- Industry: Real Estate/Property- Location: - Mumbai Posted On: 27th Oct, 2023 **Greetings from Talisman HR Solutions Pvt Ltd !! - We have an opening for Presales Executive at a...

  • Pre Sales Executive

    1 week ago


    Mumbai, India vmedulife Software Services Pvt Ltd Full time

    **About vmedulife Software** vmedulife Software is providing integrated cloud LMS software used by millions of users. We have built great software and excellent client services. Now for further achievements, we are looking for more team members who are self-driven, skilled, and excited to join the vmedulife team soon. Come to work in a growing company that...


  • Mumbai, India Intellect Design Arena Ltd Full time

    Leadership Role-Intellect Design ArenaPosition Title: Business HeadDomain-Wealth ManagementLocation: MumbaiReports To: CEOExp-20+Wealth Management ProductsPosition Overview:The Business Head, Wealth Products is responsible for driving revenue, growth, New customer acquisition, Product Management, Pre Sales, Inside Sales and Sales functions respectively.This...