Presales Executive

Company: MProfit Software Pvt. Ltd.

Job Title : Pre-Sales Executive

Location: Nariman Point, Mumbai

Company Profile:

MProfit is a rapidly growing wealth-tech company reshaping how Indians view and track their wealth.

Backed by Rainmatter (by Zerodha) and other distinguished investors, MProfit equips investors and wealth professionals with cutting-edge solutions that offer a clear, consolidated view of their financial assets, enabling better insights and decision-making.

As a robust, data-driven platform, MProfit is trusted by HNIs, UHNIs, and Family Offices to track and analyse diverse, multi-asset investment portfolios. Our proprietary integrations with 1200+ institutions elevate data aggregation to a new standard of precision and automation.

Today, MProfit is a leader in Indias wealth-tech ecosystem, with customers in 300+ cities collectively tracking 1.5 lakh+ portfolios. As we continue to expand our dynamic team, we remain committed to launching new products, pioneering innovations, and redefining wealth tracking for modern India.

Key Responsibilities:

• Generate and qualify potential client leads by proactively engaging with investors and wealth professionals who have expressed interest in evaluating MProfits products.
• Act as the primary point of contact for prospective clients, addressing their requirements, scheduling online product demonstrations, and supporting them through the evaluation process seamlessly.
• Follow up with newly onboarded clients to ensure a smooth and positive post-sales onboarding experience.
• Engage with existing clients to gather feedback, manage subscription renewals, and coordinate timely resolution of issues.
• Collaborate closely with the MProfit Support Team to assign client support requests efficiently and communicate client feedback for continuous improvement.

Desired candidate profile:

• Excellent verbal and written communication skills, with the ability to present complex information clearly and persuasively.
• 1-3 years of experience in lead generation or business development.
• Basic understanding of finance products is a plus.
• Proficiency with Sales CRMs such as Hubspot, Freshsales, LeadSquared, etc.
• Passionate and a self-driven person.