Pre-sales - Treasury & Wealth Solutions
5 months ago
**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 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.
advisor or senior sales advisor depending on their performance.
**Experience / Eligibility & Skill Set Required**
- MBA/PGDM (Dual Specialisation) or Marketing/Graduate in Finance/Capital Markets.
It is a B2B sales.
- Excellent English, verbal and written communication.
- Passionate about Sales and Connecting with People.
understanding on Financial products and excellent English Communication skills.
Pay: Up to ₹800,000.00 per year
Application Question(s):
- Do you have experience in generating HNI clients or lead generation?
**Education**:
- Bachelor's (required)
**Experience**:
- Treasury management: 1 year (preferred)
- Wealth management: 1 year (preferred)
- Asset management: 1 year (preferred)
- Financial services: 1 year (preferred)
**Language**:
- Telugu or Tamil (required)
Work Location: In person
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