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 :