Pre-Sales and Client Engagement Specialist
3 days ago
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 Rezo Full timeWhat We re Looking For We are seeking a sharp tech-savvy Pre-Sales Specialist to join our Product Team and drive solution consulting and product-fit conversations across new and existing customer accounts This is a remote role based out of Mumbai Who You Are You have prior Pre-Sales experience in a product or technology company preferably in SaaS AI...
-
Client Engagement Specialist
3 days ago
Mumbai, Maharashtra, India beBeeEngagement Full time ₹ 9,00,000 - ₹ 12,00,000Job Title: Client Engagement SpecialistJob Description:We are seeking an experienced Client Engagement Specialist to join our team. As a key member of our sales force, you will be responsible for building and maintaining strong relationships with our clients.Key Responsibilities:Recruit and Activate advisors as per plan (activation on a monthly...
-
Client Engagement Specialist
7 days ago
Mumbai, Maharashtra, India beBeeBusiness Full time ₹ 48,00,000 - ₹ 60,00,000Job TitleWe are seeking a talented Client Engagement Specialist to join our team.
-
Client Technology Advisory
4 weeks ago
Mumbai, Maharashtra, India Client of Live Connections Full timeCustomer Technology Advisor - SecurityJoin our client as a Customer Technology Advisor - Security and help shape the future of resilient, cloud-powered solutions for leading organizations. As a key member of our Go-To-Market team, you'll be the technical face of our solutions, partnering with our client's Consult and Customer Partners to drive transformation...
-
Client Technology Advisor
4 weeks ago
Mumbai, Maharashtra, India Client of Live Connections Full timeClient Technical Advisor Join our client, a large IT Consulting organization, as a Client Technical Solutioner and play a pivotal role in designing innovative, scalable technology solutions for customers across industries. Acting as a trusted advisor, you'll collaborate closely with clients to understand their business challenges and architect tailored,...
-
Pre Sales Lead
2 weeks ago
Mumbai, Maharashtra, India Network Intelligence Full time US$ 60,000 - US$ 1,20,000 per yearCompany DescriptionAt Network Intelligence, we leverage a team of over 500 security professionals and our advanced AI platform, Transilience, to ensure your security and compliance outcomes. Our approach includes end-to-end management of your vulnerability programs, security detection, and response initiatives. We are dedicated to building strong...
-
Client Engagement Specialist
4 days ago
Mumbai, Maharashtra, India beBeeClientEngagement Full time ₹ 70,00,000 - ₹ 85,00,000Job Title: Client Engagement Specialist">About the Role:">This role involves managing client relationships, planning and coordinating events, developing business opportunities, and ensuring effective communication with clients.">Key Responsibilities:">Client Relationship Management: Foster strong relationships with clients to guarantee repeat business and...
-
Mumbai, Maharashtra, India Axience Full time ₹ 5,00,000 - ₹ 10,00,000 per yearAbout The Company:Axience is a professional business services firm, established with a credo of delivering "Integrated Bespoke Solutions" for our clients We provide high-quality bespoke and boutique-style financial and business research services and have established ourselves as a well-regarded research firm with a strong clientele, board and management team...
-
Pre Sales
2 weeks ago
Mumbai, Maharashtra, India BelleVie Full timeAbout BelleVieWe are a Premium Lifestyle Home Super App who understand the needs of residents, societies and brands, thus bringing together a holistic solution which provides a seamless & differentiated user experience.Our consumers are at the heart of what we are building and our vision is to provide a "Lifestyle Experience" to our users which is...
-
Pre Sales
2 weeks ago
Mumbai, Maharashtra, India BelleVie Full timeAbout Belle Vie We are a Premium Lifestyle Home Super App who understand the needs of residents, societies and brands, thus bringing together a holistic solution which provides a seamless & differentiated user experience.Our consumers are at the heart of what we are building and our vision is to provide a "Lifestyle Experience" to our users which is...
