Presales Specialist

Presales Executive

Location: Mumbai

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.