Experience: 0-2 Years in Pre-Sales/Sales Support Qualification: Graduate in any discipline (preferably in Business, Marketing or related fields) Key Responsibilities: Pipeline Management - Collaborate with the sales team to develop and maintain a robust sales pipeline.

- Track and monitor leads to ensure consistent follow-ups and timely closures.
- Identify potential clients through research and proactive outreach. Lead Qualification - Conduct initial qualification of leads to assess their needs and potential.
- Understand client requirements and align them with suitable insurance solutions.
- Coordinate with the sales team to ensure smooth handover of qualified leads.

Client

Engagement - Develop and implement client engagement programs to maintain interest and build relationships.

- Regularly communicate with prospects through calls, emails, and meetings to nurture leads.




- Address initial client queries and provide information about insurance solutions.

Sales

Support - Maintain accurate records of client interaction and progress in CRM systems. Market and Product Knowledge - Stay updated on industry trends and competitor offerings.

- Gain in-depth knowledge of the company's insurance products and solutions.

Desired Skills and Competencies

- Strong verbal and written communication skills.
- Relationship-building mindset with a customer-centric approach.
- Basic understanding of insurance products (preferred but not mandatory).
- Ability to multitask and manage time effectively.
- Proficiency in MS Office (Word, Excel, PowerPoint) and CRM software.

📌 Presales Executive (India)
🏢 Policybazaar For Business
📍 India