Pre Sales Executive( Cross Sell)

Responsibilities

• Client Engagement & Cross-Sell
• Engage existing clients through warm introductions from the client servicing team to identify cross-sell opportunities
• Conduct need-based discovery conversations (over phone, video, or in-person) to understand the client and business, risk profile, and existing coverage
• Pitch relevant products based on the client & industry, size, regulatory environment, and contracts
• Coordinate with internal product and underwriting teams to build competitive, customised proposals and work closely with sales team to drive sales closure
• Relationship Management
• Build rapport with CFOs, risk managers, operations heads, and other key decision-makers within the client base
• Maintain regular touchpoints with assigned accounts to stay top-of-mind for upcoming renewals or additional coverage needs
• Handle basic objections around pricing, coverage scope, and perceived need, escalating complex queries to the sales and underwriting teams.

• RM Coordination & Stakeholder Management
• Coordinate with relationship managers (client servicing team) to schedule client introductions and align on timing and context before each engagement
• Brief RMs after client interactions, ensure they are always aware of conversations happening within their accounts
• Operate with discretion and respect for existing client relationships (the RM remains the primary relationship holder)
• Flag any client sensitivities or concerns to the RM promptly so the broader relationship is protected
• Pipeline & Process Discipline
• Churn existing database to identify accounts with cross-sell potential in relevant categories
• Maintain accurate and up-to-date records of all interactions, proposals, and follow-ups in the CRM
• Track your pipeline stage by stage and flag at-risk deals early
• Meet monthly targets for conversations, proposals, and premium conversions across the assigned client base.

Qualifications

• 3-4 years of experience in pre-sales/ sales, (preferably B2B sales, insurance sales, or financial services)

Required Skills

• Excellent internal stakeholder management
• Comfort engaging with senior business stakeholders (CFOs, Founders, HR/Admin heads)
• Strong verbal communication skills- clear, confident, and consultative
• Comfort working in a multi-stakeholder environment, should be able to coordinate with internal RMs while independently managing client conversations
• Self-starter attitude, should be able to manage your own schedule across field and inside sales days