Borderless helps retail investors across India, the Middle East, and Southeast Asia globalize their savings and wealth by enabling seamless access to mature international markets like the US. Our platform allows users to open, manage, and operate overseas investment accounts digitally and affordably.
In addition to investing, we offer a Multi-Currency Account that enables users to save, spend, and invest globally across different currencies. Backed by experienced investors from the global financial services industry, Borderless is building a smarter and more accessible way to manage money worldwide.
What’s the Role?
We’re looking for an enthusiastic Pre-Sales Associate who enjoys interacting with people, solving problems, and driving conversions. You’ll support students throughout their journey from onboarding to investing while also identifying sales opportunities and helping grow our customer base.
Assist students via calls, email, and chat; support onboarding and account setup.
Generate leads, understand student needs, and convert them into active users.
Manage and track leads using CRM; ensure timely follow-ups.
Attend education fairs and on-ground events to engage with students and drive leads.
Resolve queries efficiently and collaborate with teams for quick issue resolution.
RequirementsWhat We’re Looking For
Experience: 0–2 years in student support, sales, or similar roles (freshers with strong communication skills can apply).
Communication Skills: Strong verbal and written skills with a confident and friendly approach.
Customer Focus: Ability to understand student needs and provide solutions.
Sales Mindset: Interest in sales and willingness to work with targets.
Basic Tech Skills: Comfortable with MS Office (especially Excel) and learning new tools.
Multitasking: Ability to manage multiple tasks in a fast-paced environment.
Bonus: Basic understanding of stock markets or investing is a plus.
Benefits
Why Borderless?
A Global Impact: You’ll help people across Asia, the Middle East, and India unlock global investing opportunities.
A Supportive Team: Work with smart, passionate colleagues who are as committed to your growth as you are to theirs.
Exciting Growth: Be part of an innovative platform that’s changing how people invest globally - every day brings new opportunities!
A Fun Environment: Work hard, play hard, and enjoy the dynamic culture of a startup that’s pushing the boundaries in fintech!
Skills Required
- 0-2 years of experience in student support, sales, or similar roles
- Strong verbal and written communication skills
- Confident and friendly customer approach
- Ability to understand customer needs and provide solutions
- Interest in sales and willingness to work with targets
- Comfort with Microsoft Office, especially Excel, and learning new tools
- Ability to manage multiple tasks in a fast-paced environment
- Basic understanding of stock markets or investing
What We Do
BorderlessWealth CPA is a boutique Chartered Professional Accounting firm serving entrepreneurs and digital-economy businesses. It provides Canadian, U.S., and cross-border tax planning, accounting, and strategic financial services to help internationally expanding companies minimize tax liabilities, improve profitability, and achieve stronger returns. Its clients primarily include technology, SaaS, blockchain, e-commerce, and other high-growth digital businesses operating across borders.
