Presales Executive

Job Title: Pre-Sales Executive (Financial Services – Stock Market Process)

Location: Indore

Experience: Fresher

Industry: Financial Services / Stock Market

About the Company - We are a growing financial services company based in Indore, providing research-based services related to the stock market. Our focus is to guide clients with market insights and investment-related solutions through a structured calling process.

Job Summary

We are hiring enthusiastic and confident Freshers for the role of Pre-Sales Executive. The candidate will be responsible for contacting potential clients, introducing our stock market services, and generating qualified leads for the sales team.

Key Responsibilities

• prospective clients through outbound calls.
• Explain company services related to stock market research and advisory.
• Understand client requirements and generate quality leads.
• Maintain proper follow-up with interested clients.
• Maintain daily call records and update CRM/data sheets.
• Coordinate with the sales team for closures.
• Build and maintain professional relationships with clients.

Eligibility Criteria

• Graduate / Undergraduate (Any Stream).
• Freshers can apply.
• Good communication skills
• Basic knowledge of stock market will be an advantage (Training will be provided).
• Confident, target-oriented, and positive attitude.

Skills Required

• Convincing and negotiation ability.
• Basic computer knowledge.
• Ability to handle client queries professionally.
• Willingness to learn about financial markets.