Pre-sales Associate

Borderless Softtech Pvt Ltd; Bengaluru; On-site; INR 400,000 - 600,000; Full time

Job summary

Borderless Softtech Pvt Ltd in Bengaluru is seeking a proactive Pre-Sales Associate to support students from onboarding to investing, while identifying sales opportunities and growing our customer base. You’ll assist students via calls, email and chat; generate leads, understand needs, and convert to active users; manage leads in the CRM and ensure timely follow-ups.

Freshers with strong communication are welcome; basic MS Office (Excel) and a customer‑focused, sales‑minded approach are valued

Qualifications

• Strong written and spoken communication skills in English.
• 0–2 years in student support, sales, or related roles.
• Willingness to meet sales targets and learn fintech concepts.
• Proficiency with MS Excel and CRM tools is a plus.

Responsibilities

• Assist students via calls, email, and chat; support onboarding and account setup.
• Generate leads, understand student needs, and convert to active users.
• Manage and track leads using CRM; ensure timely follow-ups.
• Attend education fairs and events to engage with students and drive leads.
• Resolve queries efficiently and collaborate with teams for quick issue resolution.

Skills

Communication skills

Lead generation

Customer focus

Sales mindset

Multitasking

Tools

CRM software

MS Excel

MS Office

Job description

Bangalore South, India | Posted on 08/12/2026

About the companyBorderless helps retail investors across India, the Middle East, and Southeast Asia globalize their savings and wealth by enabling seamless access to mature international markets like the US. Our platform allows users to open, manage, and operate overseas investment accounts digitally and affordably.

In addition to investing, we offer a Multi-Currency Account that enables users to save, spend, and invest globally across different currencies. Backed by experienced investors from the global financial services industry, Borderless is building a smarter and more accessible way to manage money worldwide.

What’s the Role?

We’re looking for an enthusiastic Pre-Sales Associate who enjoys interacting with people, solving problems, and driving conversions. You’ll support students throughout their journey from onboarding to investing while also identifying sales opportunities and helping grow our customer base.

What You’ll Be Doing

Assist students via calls, email, and chat; support onboarding and account setup.

Generate leads, understand student needs, and convert them into active users.

Manage and track leads using CRM; ensure timely follow-ups.

Attend education fairs and on-ground events to engage with students and drive leads.

Resolve queries efficiently and collaborate with teams for quick issue resolution.

What We’re Looking For

Experience: 0–2 years in student support, sales, or similar roles (freshers with strong communication skills can apply).

Communication Skills: Strong verbal and written skills with a confident and friendly approach.

Customer Focus: Ability to understand student needs and provide solutions.

Sales Mindset: Interest in sales and willingness to work with targets.

Basic Tech Skills: Comfortable with MS Office (especially Excel) and learning new tools.

Multitasking: Ability to manage multiple tasks in a fast-paced environment.

Bonus: Basic understanding of stock markets or investing is a plus.

Why Borderless?

A Global Impact: You’ll help people across Asia, the Middle East, and India unlock global investing opportunities.

A Supportive Team: Work with smart, passionate colleagues who are as committed to your growth as you are to theirs.

Exciting Growth: Be part of an innovative platform that’s changing how people invest globally - every day brings new opportunities!

A Fun Environment: Work hard, play hard, and enjoy the dynamic culture of a startup that’s pushing the boundaries in fintech!