Role Overview:We are looking for an energetic and articulate Pre-Sales Executive to support our Global Wealth vertical. The role involves identifying, qualifying, and nurturing potential leads. You will act as the first point of contact for prospects and help position our wealth management solutions effectively.Key Responsibilities:- Generate and qualify leads through inbound/outbound outreach, digital funnels, and referrals- Conduct first-level prospect interactions to assess client interest and profile- Collaborate with sales and marketing teams to align lead pipelines- Maintain and update CRM systems with prospect engagement details- Think out of the box to identify unconventional prospecting opportunitiesRequirements:- 2-3 years of experience in pre-sales, inside sales, or business development- Excellent verbal and written communication skills- Proficiency with CRM tools and basic reporting- Self-starter with an analytical and creative mindset- Strong interpersonal skills and presence during client conversations (ref:updazz.com)