Experience
1 - 3 yrs
Job Location
Mumbai, India
Vacancy
1
Designation
PRE Sales Executive
Job Type
Not specified
Job Description
Job Description (JD) Pre-Sales Executive (Lead Generation Real Estate Leasing & Sales) Job Title Pre-Sales Executive Real Estate (Leasing & Sales) Department Sales & Business Development Reporting To Sales Manager Job Summary The Pre-Sales Executive is responsible for generating qualified leads for property leasing and sales through outbound and inbound channels. The role focuses on identifying prospective clients, understanding their requirements, qualifying leads, scheduling meetings and site visits for the Sales Manager, and maintaining accurate records in the CRM/ERP system to support business growth.
- Lead Generation Generate qualified leads for residential, commercial, and industrial property leasing and sales. Source leads through calls, digital platforms, referrals, databases, social media, and marketing campaigns. Conduct cold calling and follow-ups with prospective clients. Maintain a healthy pipeline of potential customers.
- Lead Qualification Understand client requirements, budget, preferred location, and property type. Qualify leads based on eligibility and business potential. Record detailed customer information in the CRM/ERP system.
- Appointment & Meeting Coordination Schedule meetings, property presentations, and site visits for the Sales Manager. Coordinate with clients to confirm appointments and ensure attendance. Share all relevant client information with the Sales Manager before meetings. Follow up with clients after meetings to maintain engagement.
- CRM/ERP Management Update lead status, follow-up notes, and customer interactions in the CRM/ERP. Ensure all lead data is accurate, complete, and updated on a daily basis. Generate daily and weekly lead generation reports.
- Customer Engagement Respond to customer inquiries via phone, email, WhatsApp, and online portals. Provide basic information about available properties and company services. Maintain professional communication to create a positive customer experience.
- Coordination Work closely with the Sales Manager and marketing team to maximize lead conversion. Coordinate with internal teams regarding property availability and updates. Support marketing campaigns by promptly following up on campaign-generated leads.
Qualifications
- Bachelors degree in Business Administration, Marketing, or any relevant discipline.
- Diploma or certification in Sales or Marketing is an added advantage.
Experience
- 1-3 years of experience in telecalling, pre-sales, inside sales, real estate, or customer service.
- Freshers with excellent communication skills may also be considered.
Required Skills
- Strong communication and interpersonal skills.
- Excellent telecalling and lead generation abilities.
- Customer relationship management skills.
- Basic knowledge of real estate sales and leasing.
- CRM/ERP proficiency.
- Time management and organizational skills.
- Ability to work under sales targets and deadlines.
- Strong follow-up and negotiation skills.
Key Competencies Lead Generation Customer Engagement Communication Skills Sales Coordination Time Management Attention to Detail CRM/ERP Management Teamwork Target Orientation Problem Solving
Key Performance Indicators (KPIs) Number of qualified leads generated per month. Number of meetings/site visits scheduled for the Sales Manager. Lead-to-meeting conversion ratio. Meeting attendance rate. CRM/ERP data accuracy and timely updates. Daily call and follow-up targets achieved. Response time to new inquiries. Contribution to overall sales pipeline and revenue generation. Customer satisfaction with initial interactions. This JD is ideal for a Pre-Sales Executive responsible for generating quality leads, qualifying prospects, and scheduling meetings that enable the Sales Manager to close leasing and sales opportunities efficiently.
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