Roles & Responsibilities - Pre-Sales Executive
Contact assigned leads received from the Marketing team in a timely manner.
Understand customer requirements and schedule meetings with Investment Managers.
Coordinate appointment schedules based on Investment Manager availability through the CRM.
Maintain accurate and timely updates of customer interactions, meeting details, and follow-up remarks in the CRM.
Follow up with prospects only when they have requested a callback at a specific date and time.
Ensure effective coordination between the Marketing and Sales teams to facilitate a smooth customer handover.
Adhere to company policies, CRM processes, and performance standards while delivering a skilled customer experience.
Pay: ₹20,000.00 - ₹25,000.00 per month
Advantages:
Versatile schedule
Health insurance
Paid sick time
Paid time off