Pre-Sales Specialist For Institutional Business

Role & responsibilities:

1. Lead Management and Generation:

• Identify and qualify potential leads in the institutional business segment.
• Utilize market intelligence to identify high-potential opportunities.

2. Database and Social Media Optimization:

• Leverage tools such as LinkedIn, Government eMarketplace (GeM), and Lusha to generate contacts and leads.
• Research prospective clients and maintain up-to-date records of key decision-makers.

3. Sales Tracking and Appointment Setting:

• Maintain a comprehensive sales tracker to monitor leads and progress.
• Schedule and confirm appointments for the Business Development team with prospective clients.

4. SMART Tool Management and Lead Handover:

• Utilize SMART tools effectively for tracking and managing the sales funnel.
• Ensure seamless handover of qualified leads to the Business Development team for further engagement.

5. Collaboration and Reporting:

• Collaborate with the Regional Head and Business Development team to align on priorities and strategies.
• Provide regular updates on lead generation activities and outcomes.

Preferred candidate profile:

• Bachelors degree in Business Administration, Marketing, or a related field.
• 2+ years of experience in a pre-sales, lead generation, or similar role, preferably in the insurance or financial services industry.
• Proficiency in using lead generation tools such as LinkedIn, GeM, and Lusha.
• Strong research and analytical skills to identify and qualify leads.
• Excellent organizational skills and attention to detail.
• Effective communication and interpersonal skills for appointment setting and client interactions.
• Familiarity with CRM systems and sales tracking tools is a plus.

Perks and benefits:

• Opportunity to work with industry leaders and contribute to impactful projects.
• A dynamic, team-oriented environment focused on innovation and growth.
• Competitive compensation and professional development opportunities.
• We invite enthusiastic and driven individuals to apply for this exciting opportunity to be part of a growing organization.