Presales Executive

Lendbox; India; On-site; INR 300,000 - 500,000; Full time

Job summary

Lendbox is seeking a motivated candidate for a role supporting client acquisition in the financial services domain. You will engage with potential clients via calls, emails, and messaging, explaining investment options and capturing needs.

Responsibilities include lead generation, documenting data in the CRM, and scheduling consultations for senior sales managers. Training on financial products will be provided.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field; freshers welcome.
• Basic understanding of financial concepts a plus but not mandatory.
• Strong communication and interpersonal skills.
• Target-driven mindset with eagerness to learn.
• Proficiency in MS Office and CRM tools preferred but not required.

Responsibilities

• Engage with potential clients via calls, emails, and messaging to present investment offerings.
• Understand client financial needs and explain suitable product options.
• Generate, qualify, and document leads with accurate client information.
• Schedule consultations and meetings for senior sales managers.
• Maintain CRM records and follow up to nurture investor interest.
• Assist in organizing webinars, workshops, and campaigns on financial literacy.
• Stay updated on mutual funds, SIPs, insurance, and market-linked instruments (training provided).

Skills

Strong communication

Interpersonal skills

Target-driven mindset

MS Office

Education

Bachelor's degree in Finance, Business, Economics, or related field

Tools

CRM tools

Job description

Role & responsibilities:

• Engage with potential clients through calls, emails, and messaging platforms to introduce them to our investment offerings.
• Understand basic customer financial needs and communicate relevant product options.
• Generate, qualify, and document leads with accurate client information.
• Schedule consultations and meetings for senior sales managers.
• Maintain CRM records and ensure timely follow-ups to nurture investor interest.
• Assist in organizing webinars, workshops, and campaigns focused on financial literacy and investment awareness.
• Stay updated on mutual funds, SIPs, insurance products, and other market-linked instruments (training will be provided).

Qualifications:

• Bachelors degree in Finance, Business, Economics, or any related field (freshers welcome).
• Basic understanding of financial or investment concepts is a plus, but not mandatory.
• Strong communication and interpersonal skills.
• Target-driven mindset with eagerness to learn.
• Proficiency in MS Office and CRM tools is preferred but not required.