Presales Specialist

0 - 3 years

0 Lacs

Posted:3 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Presales Executive in our Gurgaon office, your primary role will be to support the sales team in developing and maintaining a strong sales pipeline. Your key responsibilities will include: - Collaborating with the sales team to develop and maintain a strong sales pipeline. - Tracking and monitoring leads to ensure consistent follow-ups and timely closures. - Identifying potential clients through research and proactive outreach. You will also be responsible for conducting initial qualification of leads, understanding client requirements, and aligning them with suitable insurance solutions. Additionally, you will coordinate with the sales team to ensure a smooth handover of qualified leads. Moreover, you will develop and implement client engagement programs to maintain interest and build relationships. Regular communication with prospects through calls, emails, and meetings will be essential to nurture leads and address initial client queries. Furthermore, as part of the sales support function, you will maintain accurate records of client interactions and progress in CRM systems. It will be crucial to stay updated on industry trends, competitor offerings, and 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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