Pre - Sales Associate

Job Summary

Borderless 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.

Role Overview

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.

Responsibilities

• 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.

Requirements

• 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.

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.