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Presales Specialist

Company

Policybazaar for Business

Location

Mumbai, Maharashtra

Posted

June 21, 2026

Position Overview

Experience: 0-2 years in Pre-Sales/Sales Support
Qualification: Graduate in any discipline (preferably in Business, Marketing,
or related fields)

Key Responsibilities:
β€’ Pipeline Management:
β€’ Collaborate with the sales team to develop and maintain a strong sales
pipeline.
β€’ Track and monitor leads to ensure consistent follow-ups and timely closures.
β€’ Identify potential clients through research and proactive outreach.
β€’ Lead Qualification:
β€’ Conduct initial qualification of leads to assess their needs and potential.
β€’ Understand client requirements and align them with suitable insurance
solutions.
β€’ Coordinate with the sales team to ensure smooth handover of qualified
leads.
β€’ Client Engagement:
β€’ Develop and implement client engagement programs to maintain interest
and build relationships.
β€’ Regularly communicate with prospects through calls, emails, and meetings
to nurture leads.
β€’ Address initial client queries and p...

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