Presales Specialist

Policybazaar for Business • Bengaluru, Karnataka, India • Posted June 20, 2026

Location Bengaluru, Karnataka
Job Type Full-time
Category Business Operations Specialists
Posted June 20, 2026

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 me...

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