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Presales Executive [12 / 10 / 2025]

Presales Executive [12 / 10 / 2025]

Policybazaar for BusinessBengaluru, Karnataka, India
7 hours ago
Job description

Presales Executive

Location : Bengaluru

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.
  • Create a job alert for this search

    Executive • Bengaluru, Karnataka, India

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