Presales Executive

9 hours ago

Dindigul, Tamil Nadu, India Policybazaar for Business Full time

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.

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