Presales Executive

We are seeking a confident and proactive Pre-Sales Executive to join our Mumbai office. Will be responsible for approaching corporate clients via calls and emails, generating interest in our financial seminars, and scheduling appointments for the sales and advisory team.

This is an office-based role ideal for someone with excellent communication skills, a professional attitude.

Key Responsibilities:

• Identify and approach potential corporate clients through phone calls, emails, and other communication channels.
• Introduce the company’s financial products and services, and generate interest in attending our financial awareness seminars.
• Schedule and confirm appointments for corporate seminars and client meetings.
• Maintain and update the client database (CRM) with accurate information.
• Coordinate with the sales and event teams to ensure smooth execution of seminars and meetings.
• Follow up with prospects to nurture leads and support the sales closure process.
• Achieve daily, weekly, and monthly outreach and appointment-setting targets.

Requirements

• Education: Graduate in any discipline (preferred: Commerce, Marketing, or Finance background)
• Experience: 1–4 years of experience in telesales, pre-sales, telemarketing, or business development (experience in financial services preferred)
• Gender Preference: Female Candidates
• Excellent verbal and written communication skills in English and Hindi
• Good at relationship building and follow-ups
• Proficient in MS Office and CRM tools
• Comfortable working in an office environment

What We Offer:

· Attractive fixed salary + incentives based on performance

· Opportunity to interact with leading corporates and professionals

· Supportive and collaborative team environment

About

Sykes & Ray Equities (SRE) is one of India’s foremost retail stock broking service entities, operating on the country’s two leading stock exchanges. With a strong footprint in over 140 locations across India through a vast network of business associates and branches, SRE has built a legacy of trust, transparency, and customer-centricity.

Over the years, SRE has consistently strived to grow and evolve while maintaining the highest standards of service excellence — a quality clients have come to expect from the SRE brand.

Job Type: Full-time

Pay: ₹20,000.00 - ₹25,000.00 per month

Benefits:

• Provident Fund

Work Location: In person