Presales Consultant
2 days ago
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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