Presales Specialist

About the Role

You will play a critical role in driving business growth by identifying, engaging, and qualifying potential clients across BFSI sectors such as, Banking, Fintech, NBFC, Cooperative Banks. You will be responsible for generating leads through strategic outreach methods, nurturing relationships with key decision-makers.

Your ability to combine market research with client understanding will be key in scheduling high-quality meetings and demos that move opportunities forward in the sales funnel.

This role is ideal for someone with a sharp business acumen, a passion for customer engagement, and a strong understanding of B2B sales dynamics.

What you will do?

• Generate leads through various methods such as cold calling, email campaigns, and online research.
• Build and maintain a pipeline of potential clients in BFSI sectors like Banking, Fintech, NBFC, Insurtech, and other relevant industries.
• Identify decision-makers and key stakeholders within target organizations to create new business opportunities.
• Maintain detailed records of interactions with leads using CRM tools.
• Collaborate with the sales and marketing teams to improve outreach strategies and maximize lead conversion rates.
• Conduct market research to stay updated on industry trends and identify new opportunities for lead generation.
• Schedule qualified meetings and demos for the sales team to advance the sales process.

What we are looking for?

• 1 to 5 years of experience in lead generation, cold calling, or inside sales, preferably in Insurance, Fintech, Micro Finance, or NBFCs.
• Strong understanding of products or technology solutions is a plus.
• Excellent verbal and written communication skills with the ability to engage and build rapport with prospective clients.
• High level of self-motivation, discipline, and ability to work independently in a fast-paced environment.
• Proficiency in using CRM software and other lead generation tools.
• Experience in market research and identifying business opportunities.
• Goal-oriented mindset with a proven track record of meeting or exceeding lead generation targets.