Qualification: Graduate in any discipline (preferably in Business, Marketing, or related fields)
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Key Responsibilities:
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- Pipeline Management:
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- Collaborate with the sales team to develop and maintain a solid sales pipeline.
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- Track and monitor leads to ensure consistent follow-ups and timely closures.
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- Identify potential clients through research and proactive outreach.
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- Lead Qualification:
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- Conduct initial qualification of leads to assess their needs and potential.
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- Understand client requirements and align them with suitable insurance solutions.
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- Coordinate with the sales team to ensure smooth handover of qualified leads.
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- Client Engagement:
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- Develop and implement client engagement programs to maintain interest and build relationships.
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- Regularly communicate with prospects through calls, emails, and meetings to nurture leads.
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- Address initial client queries and provide information about insurance solutions.
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- Sales Support:
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- Maintain accurate records of client interactions and progress in CRM systems.
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- Market and Product Knowledge:
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- Stay updated on industry trends and competitor offerings.
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- Gain in-depth knowledge of the company's insurance products and solutions.
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Desired Skills and Competencies:
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- Strong verbal and written communication skills.
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- Relationship-building mindset with a customer-centric approach.
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- Basic understanding of insurance products (preferred but not mandatory).
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- Ability to multitask and manage time effectively.
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- Proficiency in MS Office (Word, Excel, PowerPoint) and CRM software.
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📌 Presales Specialist (Noida)
🏢 Policybazaar For Business
📍 Noida
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