Presales Consultant at OnActive · Pune · 1 - 5 years · ₹15L - ₹20L / yr · Bootstrapped · Posted 26 Dec 2024

Position: Presales Consultant
Experience: 1-5 Years (Banking, Finance, Real Estate, or Insurance)
Location: Sr. No 51/2A, Navle Icon 03rd floor Office No. 301, Opp Navle Bridge, Mumbai, Bangalore Highway, Narhe, Pune, Maharashtra 411041
Salary: 15K to 40K
Interview Mode: Face to Face
Candidates should be Pune Location only
Overview
We’re seeking a proactive Presales Consultant to generate leads, engage clients, and create opportunities for our sales team. This role involves securing positive client responses and setting up second meetings with senior team members.
Key Responsibilities
· Lead Generation: Identify potential clients through calls, emails, and digital platforms.
· Client Engagement: Build interest by effectively presenting our offerings.
· Appointment Setting: Schedule follow-up meetings for senior team members.
· Collaboration: Coordinate with sales and management teams for smooth transitions.
· Reporting: Track lead interactions and report progress.
Qualifications
· 1-2 years in Banking, Finance, Real Estate, or Insurance
· Strong communication and basic sales skills
· Proactive and self-motivated with CRM proficiency

About OnActive
About
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Role Overview:
We are looking for a dynamic and articulate Pre-Sales Associate to be the first point of contact for our prospective customers. You will be responsible for lead qualification, understanding customer needs, product/service demo, proposal coordination and supporting the sales closure process.
Key Responsibilities:
1. Lead Management: Handle inbound leads from website, referrals, and social media. Qualify leads through initial calls and understand requirements of customers.
2. Client Need Analysis: Conduct discovery calls to understand expectations of the customer.
3. Pitch & Demo: Give initial presentation of our services to prospective customers virtually and in-person.
4. Proposal & Documentation: Coordinate with Research, Content and Design teams to prepare customized proposals, presentations, and MoUs.
5. CRM & Follow-ups: Maintain lead pipeline in CRM/Google Sheets, do regular follow-ups, and ensure timely closure support for the Sales Head.
6. Market Research: Track potential customers and create database of prospects state-wise.
7. Coordination: Work closely with Sales, Operations and Strategy teams for smooth handover after deal closure.
Required Skills & Qualifications:
- Excellent communication skills in English, Hindi and Kannada (Marathi/Telugu/Tamil is an added advantage)
- Strong presentation and interpersonal skills
- Proficiency in MS Office - PowerPoint, Excel, Google Suite
- Should be comfortable with targets and flexible with working hours.
Renumeration: Will be decided as per their assessment and interview and their earlier work experience if any.
● Handle inbound and outbound leads and convert them into paid enrollments ● Conduct detailed counselling sessions to understand learner goals and recommend the right program ● Drive the complete sales cycle: lead qualification → demo → follow-ups → closure ● Maintain high conversion rates and meet revenue targets ● Manage CRM updates, track leads, and ensure timely follow-ups ● Coordinate with operations and support teams for the smooth onboarding of learners ● Build strong relationships with prospects to improve trust and conversion
Profile- Sales Executive
Experience-1-2 years
Qualifications-B.Tech-CS/IT/MCA/BCA
Job Summary
Are you passionate about sales, confident in communication, and skilled at converting leads into business opportunities? We’re looking for a Sales Executive to join our growing team!
Key Responsibilities
- Handle pre-sales and post-sales activities effectively
- Make outbound calls and connect with potential clients
- Understand client requirements and recommend suitable solutions
- Follow up with leads and convert prospects into customers
- Maintain strong relationships with existing and potential clients
- Achieve assigned sales targets and contribute to business growth
- Coordinate with internal teams to ensure smooth post-sales support
Required Skills
- Cold Calling & Lead Generation
- Lead Conversion
- Sales & Marketing
- Client Communication & Relationship Management
- Strong Negotiation & Convincing Skills
- Follow-up & Business Development
What we offer
- Competitive salary and bonus structure
- Opportunities for professional growth and development
- Collaborative and dynamic work environment
- Flexible remote work arrangements
About AbleCredit
AbleCredit helps banks, NBFCs, and housing finance companies make faster, better-informed lending decisions through technology-enabled field verification, income estimation, borrower verification, and post disbursement portfolio monitoring. Our solutions enable financial institutions to improve operational efficiency, reduce risk, and accelerate lending decisions.
The Role
We're looking for a Manager – Pre-Sales & Solution Consulting to bridge the gap between customer requirements and our product capabilities.
As part of the Sales team, you will engage with prospective clients to understand their business processes, lending workflows, and operational challenges. You will evaluate solution feasibility, define the scope of Proof of Concepts (POCs), and work closely with Product, Engineering, and Operations teams to design solutions that align with customer requirements.
This role is ideal for someone who enjoys solving business problems, collaborating across teams, and translating customer needs into practical product solutions. While you will work closely with the Sales team, your primary responsibility is to ensure technical and business feasibility before a commercial commitment is made.
What You'll Do?
- Understand prospective clients' lending workflows, operational processes, and business challenges through discovery sessions.
- Gather, analyse, and document business requirements to determine how AbleCredit's platform can address customer needs.
- Conduct feasibility assessments for new client use cases and identify any product or implementation gaps.
- Define the scope, objectives, success criteria, assumptions, and timelines for client POCs.
- Collaborate closely with Product, Engineering, Operations, and Sales teams to design practical and scalable solutions.
- Recommend configuration approaches or process improvements based on customer requirements.
- Identify implementation risks, dependencies, and constraints early in the sales cycle.
- Support customer meetings by presenting solution workflows, product capabilities, and proposed approaches.
- Coordinate internal stakeholders to ensure POCs are well planned and executed as designed.
- Create clear solution documentation, requirement specifications, process flows, and implementation notes.
- Provide structured customer feedback to Product teams to support future product enhancements.
- Ensure a seamless handover of validated opportunities to the implementation or Customer Success teams once commercial discussions begin.
What We're Looking For?
- 2–4 years of experience in Pre-Sales, Solution Consulting, Solution Engineering, Business Analysis, Product Consulting, Implementation Consulting, or a similar customer-facing role within a B2B SaaS, FinTech, or enterprise technology environment.
- Strong experience gathering business requirements and translating them into solution designs.
- Ability to understand business processes and evaluate solution feasibility.
- Excellent communication and stakeholder management skills with the ability to engage business and operational teams.
- Strong analytical and problem-solving abilities with attention to detail.
- Experience coordinating with cross-functional teams including Product, Engineering, Operations, and Sales.
- Ability to manage multiple customer engagements simultaneously in a fast-paced environment.
- Comfortable preparing documentation such as business requirements, solution proposals, process flows, and POC plans.
Nice to Have
- Experience working with banks, NBFCs, lending platforms, or other BFSI organisations.
- Understanding of lending operations, credit workflows, field verification, or loan origination processes.
- Experience supporting enterprise software implementations or Proof of Concepts.
- Familiarity with APIs, system integrations, or workflow automation concepts.
- Experience using CRM and project management tools.
What Success Looks Like?
- Customer requirements are accurately understood and translated into well-defined solution plans.
- Feasibility assessments are completed with minimal rework during implementation.
- POCs are scoped clearly with realistic timelines and measurable success criteria.
- Strong collaboration between Sales, Product, and Engineering throughout the pre-sales lifecycle.
- Smooth transition of qualified opportunities to implementation teams with complete documentation and minimal knowledge gaps.
- Identify and approach potential customers through field visits, cold calling, and referrals.
- Generate new leads and convert prospects into customers.
- Conduct regular client meetings and product/service presentations.
- Build and maintain strong relationships with existing and potential customers.
- Understand customer requirements and recommend suitable solutions.
- Follow up with leads and maintain an active sales pipeline.
Job Title: Business development Manager/ Key account Manager
Location- Bengaluru, Mumbai, Chennai, Hyderabad, Jaipur & Kolkata
Job type: Full time, On site
About Us: TIMBLE is leading Authentication Company, delivering cutting edge technology and alternate data analysis for Identity management, Onboarding & Verification and Business Intelligence. We provide solutions across three verticals
1. BFSI Solutions
2. KYC and background check Solutions
3. AI Solutions
Key Responsibilities
•Identify and source relevant alliances and sell services that could bring strategic and monetary value to the Company
•Scope of Partnership could include product Integration, Co-Sell, Resell opportunities.
•Generate sales leads, cold calling, Prospecting, Pitching, product demonstration, Negotiating and Contract Closure in his/her assigned region / industry
•Plan approaches, pitches and own all business metrics and growth for the Partnerships line of business
•Work with internal teams of the organization to ensure that alliance and partnerships are integrated and communicated effectively
Must have work Experience
- Ability of customer facing Business-to-Business and Client Acquisition.
- Previously handled clients from technology & BFSI sector
- Understanding of channel operating models and conflict resolution.
- Prior experience from Bank or Fintech Industry background.
Qualification & Functional Skills
•Graduate in any stream
•Good domain understanding of BFSI industry with sound knowledge of latest business and technological trends
•Ability to develop and conduct effective presentations with decision makers.
•Impact & Influence
•Need for Achievement (nAch)
•Building Relationships & Networking
•Willing to work in a high-pressure & changing sales setup
•Excellent verbal and written communication skills
•Good MS Power-Point and MS-Excel skills
For more visit www.timbleglance.com
Kris Kross Software is looking for an experienced and results-driven Software Sales Professional with 5–6 years of experience in software, SaaS, or IT solution sales and hands-on experience using CRM tools.
Key Responsibilities
- Generate and qualify new business leads
- Conduct software product demonstrations
- Manage the complete sales cycle from prospecting to closure
- Follow up with prospects and achieve sales targets
- Build and maintain strong client relationships
- Manage leads and opportunities using CRM software
- Use AI-powered sales tools to improve productivity and customer engagement
Requirements
- 5–6 years of experience in Software Sales, SaaS Sales, or IT Solution Sales
- Hands-on experience with CRM software
- Strong communication, presentation, negotiation, and closing skills
- Experience in lead generation, client demonstrations, and sales closure
- Self-motivated, target-oriented, and capable of working independently
Preferred Skills: Software Sales | SaaS Sales | CRM | Business Development | Lead Generation | B2B Sales | Software Demo | Client Acquisition | Sales Clo
Major Priority:- FEMALES
Key Responsibilities:
- Identify, qualify and reach-out potential clients through various channels including cold calling, emails, and LinkedIn.
- Build and maintain strong relationships with existing and potential clients to understand their needs and provide tailored IT solutions.
- Prepare and deliver compelling sales presentations and product demonstrations to prospective clients.
- Assist in the development and execution of sales strategies to achieve company targets and objectives.
- Work closely with Tech teams to develop project pitches, estimations, and formal proposals.
- Maintain accurate records of all lead interactions and activities in CRM systems like HubSpot.
- Collaborate with cross-functional teams to set client expectations and ensure seamless communication between technical teams and clients.
- Lead the end-to-end process from initiation to closure of deals, including communication and follow-up with leads via email, phone, virtual, and face-to-face meetings.
Requirement
- Bachelor's degree in Business Administration, Marketing, or related field.
- Minimum of 2 years of experience in a business development or sales role, preferably within the IT consulting or software services industry.
- Proven track record of lead generation and conversion, with exceptional verbal and written communication skills.
- Proficiency in CRM systems like Salesforce, HubSpot, and Microsoft Office Suite.
- Strong technical acumen, with familiarity in IT consulting and software services.
- Experience in pre-sales activities, documentation, and negotiation processes is highly desirable.
We’re Hiring: Sales Professionals
(Intern | Fresher | Experienced)
Location: Work From Home
Experience: 0–3 Years
Industry: IT Services / Software Solutions
About Unoiatech
Unoiatech is a technology-driven company providing custom software products and IT services to clients across multiple industries such as Healthcare, Billboard/Outdoor Advertising, Telecom, and more. We help businesses solve real challenges where their software, systems, or digital processes are not working efficiently.
Role Overview
We are looking for enthusiastic and result-oriented Sales professionals who can identify potential customers, understand their business problems, and offer Unoiatech’s IT solutions accordingly.
This role involves end-to-end B2B sales activities — from lead generation to closing deals (or assisting in closure).
Role & Responsibilities
- Learn B2B IT sales fundamentals
- Generate leads using LinkedIn, Google, and online research
- Learn CRM and sales reporting
- Independently generate and qualify leads
- Understand client pain points and propose solutions
- Build client interest and coordinate with seniors for closures
- Own the complete sales cycle
- Handle B2B clients across different industries
Required Skills
- Strong communication skills
- Research and problem-identification ability
- Target-oriented and self-driven mindset
- Willingness to learn IT services & solutions
- Prior B2B / IT sales experience is a plus
- What We Offer
- Work-from-home opportunity
- 5-day working (Monday–Friday)
- Sales training & mentorship
- Opportunity to work with global clients
Job Summary
We are looking for a motivated and result-oriented Sales Consultant to drive business growth through both virtual and direct sales channels. The role involves identifying potential customers through our application, understanding their requirements, presenting suitable solutions, building strong client relationships, and converting prospects into customers.
The ideal candidate should be confident in communicating with customers through phone, video calls, email, and in-person meetings, with a strong focus on achieving sales targets.
Key Responsibilities
1. Lead Generation & Prospecting
- Identify and generate new business opportunities through online and offline channels.
- Contact prospective customers through calls, emails, WhatsApp, social media, and other digital platforms.
- Maintain and regularly update the sales pipeline.
2. Virtual / Inside Sales
- Conduct sales discussions through phone calls, video conferences, email, and other digital platforms.
- Understand customer requirements and recommend appropriate products/services.
- Conduct online product/service demonstrations and presentations.
- Follow up with leads regularly and move prospects through the sales cycle.
- Handle customer queries and provide timely information.
- Provide support in packaging of ecommerce orders.
3. Direct / Field Sales
- Meet prospective and existing customers in the outlet by fixing the appointment to understand their business requirements.
- Conduct face-to-face presentations, demonstrations, and negotiations.
- Attend business meetings, networking events, exhibitions, and other sales activities as required.
Required Skills & Competencies
- Excellent communication skills.
- Strong interpersonal and relationship-building skills.
- Good presentation and negotiation abilities.
- Confidence in conducting both virtual and face-to-face sales meetings.
- Strong persuasion and customer-handling skills.
- Ability to understand customer requirements and recommend suitable solutions.
- Good follow-up and time-management skills.
Qualification
- Any Degree.
Experience
Preferred: 1–4 years of experience in sales, business development, inside sales, field sales, or a customer-facing role.
Freshers with strong communication, confidence, and a willingness to learn may also be considered.













