Presales Executive
2 days ago
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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