Pre-Sales Executive

Pre-Sales Executive (Finance)

The Wealth Finder | New Delhi | 0–2 Years | Full-time

Working Days: Monday to Saturday

About The Role

We are looking for a Pre-Sales Executive to validate and qualify leads generated through our online and offline marketing channels and ensure genuine, relevant leads are passed to the Business Development Team.

Key Responsibilities

• Connect with leads and understand their requirements.
• Collect and validate share/investment-related information.
• Qualify leads based on defined criteria.
• Maintain accurate lead and customer records.
• Assign qualified leads to the Business Development Team.
• Coordinate with BD for any additional information required.

Skills & Requirements

• 0–2 years of experience in Pre-Sales, Inside Sales, Tele-calling or Lead Qualification.
• Excellent communication skills in English & Hindi.
• Any Regional language proficiency is a plus for example Punjabi.
• Strong listening, questioning and customer-handling skills.
• Good attention to detail and basic computer/CRM knowledge.
• Freshers with excellent communication skills can apply.
• Key Skills: Pre-Sales | Lead Validation | Lead Qualification | Tele-calling | Customer Handling | CRM