Pre Sales Executive

3 months ago


Mumbai, India IFA Global Full time

Experience : Freshers Qualification : Graduate in Finance /Capital Markets
- India Forex and Asset Management (IFA Global), a One Stop Treasury & FX Solutions Firm for over the last 18 years. We engage with Indian and global clients helping them create world class FX and Treasury Solutions, Treasury Software, CFO & Performance Improvement Services and entering into Portfolio Management Business. We also run India’s elite treasury forum - Treasury Elite which is a mentoring, knowledge sharing and networking platform, an initiative by IFA Global.

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 Through Consultative Selling Of The Services.

One Should Target To Set 15 Meetings Per Month For Senior Management. (Channel Used Will Be Linkedin - Associations - Cold Calls, References, Leads By Webinars Etc. Database And Numbers Will Be Provided)

Pitching Treasury Solutions To Export Import Companies, CFO & Performance Improvement Services, Fund Management To UHNI And Family Offices In India.
Maintaining Proper Records Of Leads Created, Meetings Set, Presentation Creation In ZOHO.

Skill Set Required:

- Graduate in Finance/Capital Markets. MBA/PG - Added Advantage.
- Excellent English, verbal and written communication.
- Passionate about Sales and Connecting with People.
- Understanding of Finance/Financial Products is must.


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