Presales 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.