Presales Consultant

16 hours ago

Gurgaon, Haryana, India Policybazaar Full time ₹ 6,00,000 - ₹ 12,00,000 per year

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 companys 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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