Experience: 0-2 years in Pre-Sales/Sales Support /n Qualification: Graduate in any discipline (preferably in Business, Marketing, or related fields) /n /n Key Responsibilities: /n • Pipeline Management: /n • Collaborate with the sales team to develop and maintain a robust sales pipeline. /n • Track and monitor leads to ensure consistent follow-ups and timely closures. /n • Identify potential clients through research and proactive outreach. /n • Lead Qualification: /n • Conduct initial qualification of leads to assess their needs and potential. /n • Understand client requirements and align them with suitable insurance solutions. /n • Coordinate with the sales team to ensure smooth handover of qualified leads. /n • Client Engagement: /n • Develop and implement client engagement programs to maintain interest and build relationships. /n • Regularly communicate with prospects through calls, emails, and meetings to nurture leads.



/n • Address initial client queries and provide information about insurance solutions. /n • Sales Support: /n • Maintain accurate records of client interactions and progress in CRM systems. /n • Market and Product Knowledge: /n • Stay updated on industry trends and competitor offerings. /n • Gain in-depth knowledge of the company’s insurance products and solutions. /n /n Desired Skills and Competencies: /n • Strong verbal and written communication skills. /n • Relationship-building mindset with a customer-centric approach. /n • Basic understanding of insurance products (preferred but not mandatory). /n • Ability to multitask and manage time effectively. /n • Proficiency in MS Office (Word, Excel, PowerPoint) and CRM software. /n

📌 Presales Specialist (Noida)
🏢 Policybazaar For Business
📍 Noida