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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Job Description – Pre Sales Executive
Location: Kumaraswamy Layout, Bengaluru
Industry: IT Services & Digital Solutions
Salary Package: ₹2.5 LPA – ₹5 LPA (incentive)
About the Company
We are a fast-growing IT services company specializing in Website Development, Software & Mobile App Development, ERP, CRM & Billing Software, along with Digital Marketing Services such as SEO, Google Ads, Meta Ads, and Social Media Marketing. We work with schools, colleges, SMEs, startups, and enterprises to deliver scalable digital solutions.
Role Overview
We are looking for a Pre Sales Executive – Inside Pre-Sales to support client acquisition and business growth for our Website Development, Mobile App Development, Software Solutions, ERP, CRM, and Digital Marketing services. This is an inside sales role focused on lead generation, cold calling, client qualification, follow-ups, and scheduling meetings for the field/closing sales team.
Key Responsibilities
● Generate leads through cold calling, database calling, LinkedIn, and inbound inquiries
● Make outbound calls to potential clients and explain company IT services
● Understand client requirements and qualify prospects
● Schedule meetings or product demos for the sales team
● Follow up consistently to nurture leads
● Maintain accurate records of calls, leads, and follow-ups in CRM
● Achieve daily, weekly, and monthly calling and lead generation targets
● Coordinate with sales and technical teams for smooth handover of qualified leads
● Maintain professional communication with prospects
Required Skills & Qualifications
● Bachelor’s degree in Business, Marketing, IT, or related to sales
● 1–5 years of experience in sales / IT sales / B2C sales
● Strong communication, negotiation, and presentation skills
● Basic understanding of IT services, software, website, application development, ERP/CRM, and digital marketing
● Self-driven, target-oriented
● Ability to handle objections and close deals effectively
Preferred Candidate Profile
● Experience in IT services, software sales, ERP/CRM, or digital marketing sales
What We Offer
● Competitive salary ₹2.5 LPA – ₹5 LPA (incentive)
● Attractive performance-based incentives & commissions
● Career growth opportunities in a fast-growing IT company
● Hands-on exposure to multiple IT and digital products
● Supportive team and learning-oriented work environment
Job Type: Full-time
Pay: ₹20,000.00 - ₹25,000.00 per month
Benefits:
Provident Fund
Work Location: In person
Greetings from leadrat!
We are thrilled to announce an exciting career opportunity at leadrat, a pioneering SaaS CRM tool developed by Dhinwa Solutions Private Limited. Our innovative product is revolutionizing the real estate industry by integrating intelligence and business growth solutions.
We are actively seeking dynamic and motivated Pre sales Executive to join our team.
Job Title: Pre sales Executive
Company: leadrat(Dhinwa Solutions Private Limited)
Website: https://leadrat.com/
Location: Bangalore
Employment Type: Full-Time
Job Summary:
We are seeking a dynamic and motivated Pre-Sales Executive to join our team. The ideal candidate will play a key role in lead generation, customer engagement, and supporting our sales team. Strong communication skills in both Hindi and English, experience with cold calling, lead generation, and CRM tools are essential for this role.
Key Responsibilities:
- Conduct outbound calls to prospective customers to generate leads and identify opportunities.
- Understand customer needs and propose relevant solutions effectively.
- Manage and maintain the lead database using CRM tools.
- Collaborate with the sales team to ensure seamless transition and follow-up on leads.
- Achieve and exceed daily, weekly, and monthly lead generation targets.
- Communicate fluently and professionally in Hindi and English to engage customers effectively.
Required Skills and Qualifications:
- Proven experience in cold calling and lead generation.
- Proficiency in using CRM tools for lead management and reporting.
- Excellent verbal and written communication skills in both Hindi and English.
- Strong interpersonal skills with the ability to build rapport with customers.
- Self-motivated, goal-oriented, and a team player.
Preferred Qualifications:
- Bachelor’s degree in Business, Marketing, or a related field.
- Experience in the Real estate domain is a plus.
Why Join Us?
- Opportunity to work with a dynamic and innovative team.
- Career growth and development in a fast-paced environment.
- Competitive compensation and benefits.
If you meet the qualifications and are excited to contribute to our success, we would love to hear from you!
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.
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.
Key Responsibilities:
· Generate leads and make cold calls and reference calls to arrange a meeting for discussion.
· Conduct regular visits to schools, colleges, and coaching institutes to promote EdTech products.
· Develop a growth strategy to bring financial gains and delighting clients.
· Suggest ways and means to endorse the products and services of the organization.
· Keep a close tab on the strategic moves made by the competitors.
· Maintain and manage records of sales, revenue, collections, invoices
· Build long-term association with the existing clients and prospects.
· Schedule and conduct product demos for principals, teachers, and decision-makers.
· Prepare bespoke sales contracts
· Attend conferences, exhibitions and fairs to promote the company’s offerings.
· Develop new markets and regions to promote the products and services of the organization.
· Align personal goals with the vision and key objectives of the organization.
· Maintain reports of visits, demos, and closures in CRM.
Key Attributes:
· Excellent communication skills and interpersonal skills.
· Thorough knowledge of the products and services and about the markets.
· Flair to research and keep a tab on changing trends.
· Ability to build relationships
. Good Listener.
· Absolute Professional attitude
· Effective Negotiation skills.
. Willing to travel and must possess two/four-wheeler
· Inspiring team player
· Self-motivated with a result-oriented mindset.
· A true go getter
- 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.
🚀 We’re Hiring | Presales Executive
📍 Location: Chennai | Work from Office
💼 Experience: 2–5 Years
🕐 Employment Type: Full-Time
Are you passionate about IT solutions, proposal development, and customer engagement? Do you enjoy turning complex requirements into compelling business solutions?
We’re looking for a Presales Executive to join our team and support business development and sales teams in creating winning proposals, solution documents, presentations, and customer-facing collateral.
🔹 What You’ll Do
• Lead end-to-end RFP, RFI, RFQ & proposal development
• Analyze customer requirements and create customized technical & commercial proposals
• Prepare SOWs, solution documents, executive summaries, and commercial responses
• Collaborate with Sales, Solution Architects, Engineering, Delivery, Finance, Marketing & Legal teams
• Develop solution presentations, capability decks, case studies, whitepapers & demos
• Support effort estimation, resource planning, timelines and pricing discussions
• Participate in customer meetings, requirement discussions and solution walkthroughs
• Build and maintain reusable proposal content, templates and knowledge repositories
• Conduct market, customer and competitor research to identify differentiators
• Support Go-To-Market initiatives and new service offerings
🔹 What We’re Looking For
Technical Knowledge:
☑ IT Services & Digital Transformation
☑ Cloud – AWS / Azure / GCP
☑ AI / GenAI
☑ Data & Analytics / Data Engineering
☑ DevOps & QA
☑ Application Modernization
☑ SDLC & Enterprise Architecture fundamentals
☑ MS Word, PowerPoint & Excel
Presales & Functional Skills:
☑ Proposal & Technical Writing
☑ Requirement Analysis
☑ Bid Management
☑ Technical Documentation
☑ Business Writing
☑ Stakeholder Management
☑ Content Development
☑ Project Estimation
Soft Skills:
✨ Excellent communication
✨ Strong analytical & problem-solving skills
✨ Attention to detail
✨ Customer-focused approach
✨ Ability to work under tight deadlines
✨ Strong collaboration & leadership skills
🎓 Qualifications
• Bachelor’s degree in Engineering, Computer Science, IT or a related field
• MBA in Marketing, Operations, Business Analytics or equivalent is an added advantage
⭐ Good to Have
• Hands-on experience with RFP/RFI/RFQ responses
• Exposure to Cloud, AI/GenAI, Data Engineering & Application Modernization
• Experience creating capability decks, case studies & solution documents
• Understanding of Fixed Price, T&M, Managed Services & Dedicated Team pricing models
• Exposure to CRM tools
📊 Success in This Role
Your success will be measured through proposal quality & win rate, on-time submissions, documentation accuracy, customer satisfaction, knowledge contribution, and cross-functional collaboration.
Sales Manager / Sales Executive – Real Estate
Company: Varshitha Realty
Role: Sales Manager / Sales Executive
Job Type: Full-Time
Compensation: Incentive-Based Model
Job Responsibilities
* Generate and follow up with potential customers.
* Understand customer requirements and suggest suitable properties.
* Explain project details, pricing, and other property information.
* Coordinate and arrange *site visits* for interested customers.
* Accompany customers during site visits and explain the project.
* Maintain regular follow-ups with interested customers.
* Build good relationships with clients.
* Convert leads into successful sales.
* Achieve assigned sales targets.
* Earn attractive incentives for every successful sale.
Skills Required
* Good communication and convincing skills.
* Basic knowledge of sales and customer handling.
* Positive attitude and willingness to learn.
* Ability to follow up consistently.
* Target-oriented and self-motivated.
* Willingness to travel for site visits.
* Real estate sales experience is an advantage.
Incentive Structure
This is currently an incentive-based opportunity with no fixed salary. Earnings are based on successful sales, with attractive incentives/commission.
Interested candidates can contact HR – Varshitha Realty for further details
looking for Business development good looking for the lead generation interested please kindly share me your interest.






