Client Solutions Specialist

Presales Executive

Location: Gurgaon 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 strong 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 interactions 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.