Associate - Pre Sales

Roles and Responsibilities

• Call inbound and outbound leads to understand their business details.
• Qualify leads based on criteria like business type, turnover, GST, etc.
• Use a lead scoring sheet provided by the sales team.
• Update lead status and notes in CRM or Google Sheets.
• Tag leads as hot, disqualified, or nurture based on outcomes.
• Schedule product demos or RM calls for qualified leads.
• Coordinate closely with the Sales/BD team for smooth handovers.
• Follow up with unresponsive leads via email or WhatsApp.
• Give a high-level pitch of products like current accounts, credit lines, payouts, etc.
• Answer basic queries using a pre-approved FAQ guide.
• Share daily/weekly reports on - Calls made, Leads qualified, Leads handed over, Drop-off reasons.

Skills and Qualifications

• 01 year of experience in sales, inside sales, BPO, or customer support
• Internship experience in BFSI/startups is a bonus
• Basic knowledge of CRM tools and Google Sheets
• Good communication skills (spoken and written)
• Ability to follow standard processes and keep things organized
• Self-motivated and eager to learn in a fast-paced environment

Please Note - We are looking for freshers / 1 year of experience in pre sales and calling. You can share your CV to with CTC, ECTC, NP and Location.