Company Description HelloPe is a fintech company focused on redefining financial connectivity through seamless connected banking and UPI gateway solutions. By integrating payouts, collections, and offline payments into a unified platform, HelloPe helps businesses operate with greater speed, efficiency, and reliability. The company is committed to expanding financial access, particularly for underserved communities, through secure and scalable digital payment infrastructure. As a growth partner in the digital economy, HelloPe enables organizations to streamline financial operations and unlock current business opportunities.

Role Description The Presales Specialist is a full-time, on-site role based in Kolkata, responsible for supporting the sales team in positioning HelloPe’s connected banking and UPI gateway solutions to prospective clients. This role involves understanding client requirements, preparing tailored product demonstrations, presentations, and proposals, and collaborating with sales and product teams to design effective solutions. The Presales Specialist will respond to RFPs/RFIs,



clarify technical and functional queries, and contribute to proof-of-concept activities. Day-to-day tasks include engaging with potential customers, gathering feedback, documenting use cases, and ensuring that proposed solutions align with business needs and HelloPe’s capabilities.

Qualifications
• Strong analytical skills to understand client requirements, interpret data, and translate business challenges into solution recommendations.
• Effective communication skills for presenting solutions, explaining product features, and collaborating with internal and external stakeholders.
• Consulting and presales experience in identifying customer needs, shaping solution approaches, and supporting the sales cycle.
• Customer service orientation with the ability to build trust, manage expectations, and provide timely, accurate responses to client queries.
• Familiarity with fintech, digi

📌 Presales Specialist (Kolkata)
🏢 HelloPe
📍 Kolkata