Presales Executive

Job Title: PreSales Executive – Investment Research

Location: Mumbai (Andheri)
Experience: 1-3 years of relevant experience in pre-sales, lead generation, or business development
Industry: Investment Research / Financial Services

Job Overview:

We are looking for a Pre-Sales Support professional to help drive business growth by identifying potential clients, generating leads, and setting up business meetings. The ideal candidate will have experience in investment research or financial services, with a strong ability to connect with decision-makers and create opportunities for engagement.

Key Responsibilities:

• Conduct market research to identify potential clients and business opportunities for Investment Research.
• Generate and qualify leads through targeted outreach (email, LinkedIn, calls).
• Initiate and maintain conversations with key stakeholders in investment research and financial services.
• Set up meetings for the sales team with prospective clients.
• Maintain and update CRM with lead interactions and pipeline progress.
• Assist in preparing sales campaigns and relevant marketing materials.

Key Requirements:

• Experience in pre-sales, business development, or lead generation in investment research or financial services.
• Strong communication and networking skills.
• Ability to research and identify decision-makers in target companies.
• Familiarity with CRM tools and lead management strategies.
• Self-motivated and goal-oriented mindset.