Pre-Sales (Lead Generation | Finance Domain)

6 days ago

Pune, Maharashtra, India Altysys Full time ₹ 9,00,000 - ₹ 12,00,000 per year

Experience Required:
2 to 5 Years

Location:
Remote (Bangalore, Pune, Mumbai, Hyderabad – must be in these cities)

Shift Timing:
6:00 PM to 3:00 AM IST (EST timezone)

Employment Type:
C2C/6 Months Contract

Job Overview:

We are looking for a proactive and customer-focused
Customer Support – Pre-Sales Representative
with 2+ years of experience in pre-sales within the
financial domain
. The role requires excellent communication skills and a passion for helping customers through the initial sales journey.

You will be the first point of contact for potential customers, responsible for lead qualification and coordination with customer success (CS) teams. Most interactions will happen via
chat and email
(using Intercom), but candidates should be comfortable with phone interactions when needed.

Key Responsibilities:

  • Handle incoming pre-sales queries via
    Intercom chat and email
  • Qualify leads and understand customer requirements
  • Set up appointments with internal CS/sales teams
  • Update and manage leads and communication in the
    CRM system
  • Schedule or make calls when necessary
  • Collaborate with internal teams (Sales, Marketing, Product) to support conversion

Required Skills & Qualifications:

  • Minimum 2 years of
    Pre-Sales experience
    in a
    Financial Services/FinTech domain
  • Strong
    customer service/support background
  • Excellent
    verbal and written English communication
    skills
  • High attention to detail and a customer-first mindset
  • Familiarity with tools like
    Intercom, CRMs
    , and basic system troubleshooting
  • Ability to work in
    US EST time zone
    (6:00 PM – 3:00 AM IST) with flexibility during daylight saving
  • Willingness to travel to the office for:
  • Laptop/asset collection
  • Hardware/network troubleshooting
  • Scheduled in-person meetings

  • Team Lead – Appointment Generation

    6 days ago

    Pune, Maharashtra, India Only B2B | Lead Generation & Marketing Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionOnly B2B is a globally trusted ISO-compliant demand generation company that provides intelligent strategies for lead generation and demand generation. Our experts utilize the latest and most sophisticated methods to generate warm, qualified sales leads, supporting your sales and marketing teams. We aim to nurture these leads into...

  • Appointment Generation Executive

    6 days ago

    Pune, Maharashtra, India Only B2B | Lead Generation & Marketing Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionWe are Only B2B – your reliable growth partner At Only B2B, we specialize in more than just lead and demand generation. We craft intelligent strategies that align with your requirements and help you achieve your goals. Trusted globally, Only B2B is among the few ISO-compliant demand generation companies. Our experts focus on...

  • Lead Generation

    7 days ago

    Pune, Maharashtra, India Lead Crafter Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    * Greetings from Starhire consultancyURGENT HIRING*Lead Generation Executive And Demand Generation Executive (EXPERIENCED)*Are u ready to elevate your career with an exciting role in lead generation and demand genaration? Join our dynamic teamPosition:Lead Generation Executive/Demand Generation Executive*Location:NIBM Road , Pune*What we're looking...

  • Sales Development Representative

    1 day ago

    Pune, Maharashtra, India Only B2B | Lead Generation & Marketing Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Title: Sales Development RepresentativeCompany: Only B2B ITES Pvt LtdLocation: Kharadi, PuneWork Type: US ShiftAbout Only B2B ITES Pvt Ltd:Only B2B ITES Pvt Ltd is a leading provider of B2B demand generation and lead nurturing solutions, empowering global businesses with high-quality sales-ready leads. We specialize in connecting companies with their...

  • Portfolio Pre-Sales Engineer

    2 weeks ago

    Pune, Maharashtra, India NICE Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    At NiCE, we don't limit our challenges. We challenge our limits. Always. We're ambitious. We're game changers. And we play to win. We set the highest standards and execute beyond them. And if you're like us, we can offer you the ultimate career opportunity that will light a fire within you.So, what's the role all about?Within Actimize, the Professional...

  • Portfolio Pre-Sales Engineer

    7 days ago

    Pune, Maharashtra, India NiCE Full time ₹ 10,00,000 - ₹ 25,00,000 per year

    At NiCE, we don't limit our challenges. We challenge our limits. Always. We're ambitious. We're game changers. And we play to win. We set the highest standards and execute beyond them. And if you're like us, we can offer you the ultimate career opportunity that will light a fire within you.So, what's the role all about?NICE Actimize is currently NICE...

  • Pre-sales executive

    2 weeks ago

    Pune, Maharashtra, India Eजी Realty Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionEजी Realty, located in Kharadi—Pune's IT hub, is your trusted partner in luxury real estate. We specialize in luxury apartments, family homes, and investment properties, offering personalized, high-quality services. Our local market expertise and dedication to transparency and customer satisfaction have earned us a stellar...

  • Appointment Setter

    3 days ago

    Pune, Maharashtra, India Only B2B | Lead Generation & Marketing Full time ₹ 2,50,000 - ₹ 7,50,000 per year

    Job Title :Business Development ExecutiveLocation :Kharadi, Pune, MaharashtraAbout Us:Only B2B is a fast-growing and dynamic organization committed to delivering exceptional solutions to our clients. As part of our continued growth, we are seeking a highly motivated Business Development Executive to join our team and contribute to our lead generation and...

  • Pre-Sales

    6 days ago

    Pune, Maharashtra, India Propacity PropTech Pvt. Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    Role Overview:We are looking for a proactive Pre-Sales professional to handle all calling-related activities at project sites. The role involves engaging with potential customers, sharing project details, and supporting the sales team in lead qualification.Key Responsibilities:Handle inbound and outbound calls at project sites.Provide project information to...

  • Pre-Sales

    1 day ago

    Pune, Maharashtra, India Electronic & Engineering Company (I) P. Ltd. (EECI) Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    About the Company:Life Space Property Solutions Pvt. Ltd. is a leading real estate advisory and consulting firm based in Pune, known for offering personalized property solutions and end-to-end assistance in residential and commercial projects. With 600+ projects successfully represented, we are committed to delivering transparent, trustworthy, and...