Presales Executive

ob Description Pre-Sales Executive

Position: Pre-Sales Executive
Department: Sales / Pre-Sales
Industry: Real Estate
Location: Mumbai
Experience: 1–5 Years
Employment Type: Full-Time

Job Summary

We are looking for a proactive and customer-focused Pre-Sales Executive to handle incoming leads, understand customer requirements, provide project information, and generate qualified site visits for the sales team.

The candidate will be responsible for initial customer interaction through calls, WhatsApp, email, and other communication channels and will support the sales team in converting leads into site visits and potential bookings.

Key Responsibilities

• Handle incoming real estate leads received through digital marketing, portals, referrals, channel partners, and other sources.
• Make outbound calls to prospective customers and understand their property requirements.
• Explain project details including location, configuration, carpet area, pricing, amenities, payment plans, possession timelines, and offers.
• Qualify leads based on budget, preferred location, configuration, purchase purpose, and purchase timeline.
• Schedule and coordinate site visits with prospective customers and the sales team.
• Follow up regularly with leads through calls, Whats app, SMS, and email.
• Maintain accurate lead and follow-up records in CRM.
• Update lead status, call remarks, site visit details, and next follow-up dates.
• Coordinate with Sales Managers regarding qualified leads and scheduled site visits.
• Share project brochures, presentations, price sheets, floor plans, and other relevant information with customers.
• Handle basic customer queries and coordinate with the sales team for detailed technical or commercial queries.
• Follow up with customers after site visits and update the sales team regarding customer feedback.
• Maintain daily and weekly reports of leads, calls, follow-ups, site visits, and conversions.
• Ensure timely follow-up of old, inactive, and pending leads.
• Coordinate with the marketing team regarding lead quality and campaign performance.
• Maintain professional relationships with prospective customers throughout the pre-sales process.

Required Skills

• Excellent verbal and written communication skills.
• Good convincing and customer-handling abilities.
• Strong follow-up and relationship management skills.
• Good knowledge of the Mumbai real estate market will be an advantage.
• Basic understanding of real estate terminology.
• Good knowledge of MS Excel, CRM, Whats App, and email communication.
• Ability to handle multiple leads and follow-ups simultaneously.
• Target-oriented and proactive approach.
• Good negotiation and objection-handling skills.

Educational Qualification

• Graduate in any discipline.

Preferred Experience

• 1–4 years of experience in real estate pre-sales, telecalling, inside sales, customer relationship management, or property sales.
• Candidates with experience handling real estate leads through 99acres, Magicbricks, Housing.com, digital campaigns, channel partners, or CRM systems will be preferred.

Key Competencies

• Customer-focused approach
• Communication skills
• Lead qualification
• Follow-up discipline
• Sales orientation
• Objection handling
• CRM management
• Team coordination
• Target orientation
• Time management