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Client Solutions Associate

Company

Policybazaar for Business

Location

India, India

Type

Full-time

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 interes...

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