Pre-Sales and Client Engagement Specialist

11 hours ago

Mumbai, Maharashtra, India Fintoo Full time ₹ 5,00,000 - ₹ 15,00,000 per year

About the Role

We are seeking a 
dynamic Pre-Sales Associate
 to join our Global Wealth team. This role is ideal for individuals with strong research skills, excellent communication abilities, and an entrepreneurial mindset. You will be the first point of contact with prospective clients, responsible for initiating conversations, creating interest, and setting the stage for our sales team to build deeper relationships.

Key Responsibilities

  • Market Research & Prospecting
  • Conduct research on target client segments, industries, and geographies.
  • Build and maintain a self-curated pool of high-potential prospects.
  • Leverage databases, networking platforms, and industry reports to identify opportunities.
  • Client Outreach & Engagement
  • Make structured calls and initiate conversations with prospects to generate qualified leads.
  • Secure appointments and meetings for the Sales/Advisory team.
  • Handle the 
    first level of client interaction
    , understanding client needs, and presenting the firm's value proposition.
  • Collaboration & Reporting
  • Work closely with Sales and Advisory teams to align on client targeting strategy.
  • Maintain accurate records of interactions, appointments, and outcomes in CRM tools.
  • Provide regular updates on pipeline development and conversion ratios.

Qualifications

  • Bachelor's degree in Finance, Business, Economics, or related field (Master's preferred but not mandatory).
  • 1–3 years of experience in Pre-Sales, Business Development, or Research (Wealth Management or Financial Services experience is a strong plus).
  • Passion for global financial markets and wealth advisory.

  • Pre-Sales Specialist

    2 weeks ago

    Mumbai, Maharashtra, India Hexnode Full time ₹ 5,00,000 - ₹ 12,00,000 per year

    **Role Overview:** As a Pre-Sales Specialist at Hexnode UEM in Mumbai, your primary responsibility will be engaging with potential clients to understand their needs and recommend suitable solutions. You will play a crucial role in conducting product demonstrations, responding to technical inquiries, assisting in proposal creation, and collaborating with...

  • Executive Client Engagement

    5 days ago

    Mumbai, Maharashtra, India Hector And Streak Consulting Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Executive -Client EngagementLocation- MumbaiIndustry AdvertisingQualification –MBA (Marketing) with 2-4 years of exp in client servicing, sales data management from Advertising Industry onlyShould have exp. in any CRM toolsKey ResponsibilitiesClient Servicing & RetentionAnalyze sales data to extract insights on productivity and prepare weekly sales...

  • Pre Sales TL

    1 week ago

    Mumbai, Maharashtra, India Mayfair Housing Full time

    TL: Lead & mentor team, oversee pre-sales process, ensure targets, coordinate with sales & CRM teams.Pre Sales Executive: Engage clients, analyze needs, create demos & proposals, support sales to close deals.

  • Product Specialist

    1 week ago

    Mumbai, Maharashtra, India GOQii Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    Company DescriptionGOQii is a global preventive healthcare platform powered by technology, built around people, and backed by strong partnerships. We aim to create a better future for health through our innovative solutions. Join us in our mission to #BeTheForce for good health and well-being.Role DescriptionWe are seeking a dynamic and charismatic Product...

  • Pre Sales Executive

    2 weeks ago

    Mumbai, Maharashtra, India Shiloh Holiday Homes Hospitalityy Llp Full time ₹ 2,40,000 - ₹ 3,60,000 per year

    Job Title: Pre-Sales Executive Real EstateExperience Required: 12 YearsEducational Qualification: Graduate in any disciplineLocation: [Insert Location]Industry: Real Estate / PropertyFunctional Area: Sales, Pre-Sales, Business DevelopmentEmployment Type: Full Time, Permanent Job SummaryWe are looking for a dynamic and enthusiastic Pre-Sales Executive to...

  • Pre-sales Engineer

    1 week ago

    Mumbai, Maharashtra, India Exclusive Networks Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Exclusive Networks (EXN) is a global cybersecurity specialist that provides partners and end-customers with a wide range of services and product portfolios via proven routes to market. With offices in over 45 countries and the ability to serve customers in over 170 countries, we combine a local perspective with the scale and delivery of a single global...

  • Pre-Sales

    2 weeks ago

    Mumbai, Maharashtra, India JM Financial Full time ₹ 23,04,000 - ₹ 38,41,600 per year

    Key ResponsibilitiesHandle inbound and outbound calls, qualify leads, and generate appointments for the sales team.Engage with potential clients to understand their property requirements, budget, and preferences.Provide project details, features, pricing, and location advantages to prospects through calls, WhatsApp, and emails.Maintain follow-up...

  • Pre-Sales Spoc

    2 weeks ago

    Navi Mumbai, Maharashtra, India Godrej Properties Limited Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Company DescriptionGodrej Properties brings the Godrej Group philosophy of innovation, sustainability, and excellence to the real estate industry. Each development combines a 121-year legacy of excellence and trust with a commitment to cutting-edge design and technology. In recent years, Godrej Properties has received over 200 awards and recognitions,...

  • Pre-Sales Engineer

    2 days ago

    Mumbai, Maharashtra, India Cygnus Ad Consulting Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    Support sales by delivering solution consulting, technical demos, and architecture design. Engage with clients throughout the sales cycle to ensure solutions align with their needs and business goals, driving successful deal closures. Required Candidate profile3–8 years of experience in a pre-sales, solution consulting, or technical architecture role...

  • Sales And Marketing Specialist

    2 weeks ago

    Mumbai, Maharashtra, India Andromeda Sales & Distribution Pvt Ltd Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time, on-site role for a Sales and Marketing Specialist based in Mumbai. The Sales and Marketing Specialist will be responsible for managing sales activities, developing and executing sales strategies, providing customer service, and conducting training sessions for the sales...