Presales Executive

Role Overview

Act as the gateway between potential customers and the sales team—identifying leads, understanding client needs, presenting property solutions, and ensuring smooth transition through the sales pipeline.

Key Responsibilities

Customer & Market Perspective

Respond to inbound enquiries via calls, emails, property portals, or walk-ins, and generate outbound leads through telecalling.

Qualify leads by assessing client needs, budget, preferences (location, property type), and expectations.

Present project details, pricing, benefits, floor plans, and payment plans to prospects and explain market context.

Schedule and follow up on site visits, ensuring leads convert into visits and eventually sales.

Handle client queries and objections with clarity and professionalism.

Financial & Commercial Alignment

Share feedback on pricing acceptance and negotiation outcomes to refine pricing and payment models.

Support preparation of offer proposals aligned with profitability goals and customer affordability.

Internal Collaboration

Work closely with marketing and sales teams to refine lead generation strategies and improve conversion rates.

Update CRM systems accurately, track leads, communication details, and site-visit status reports.

Share market insights and competitor intelligence with internal teams to inform strategy and sales collateral.

People & Team Development

Collaborate with and assist sales colleagues—supporting handover of qualified leads and ensuring seamless client experience.

In larger teams, may mentor junior pre‑sales staff or new joiners in best practices around qualification and follow-up.

Typical Day-to-Day Activities

Identify, qualify, and nurture leads through personalized outreach (calls, messages).

Conduct comprehensive needs analysis and recommend suitable projects.

Schedule and accompany or coordinate property tours and meetings.

Enter and manage lead and activity data in CRM.

Create property presentations, brochures, and customer-facing documents.

Monitor market trends, competitor pricing, and project offerings.

Participate in strategy meetings, sales training, and campaign planning.

Qualifications & Skills

Education : Bachelor’s degree in Business, Marketing, Real Estate, IT, or a related field.

Experience : 1–3 years in pre-sales, inside sales, or customer-facing roles in real estate. Freshers are acceptable in some entry-level contexts.

Excellent verbal and written communication in English and local language.

Strong interpersonal and persuasion skills, comfortable handling objections.

Proficiency with CRM tools and MS Office (Excel, PowerPoint).

Organized, target-focused, client-oriented, and detail-sensitive.

Key Personal Traits

Customer-centric mindset with high empathy and responsiveness.

Goal-driven, proactive, and results-oriented.

Collaborative team player, aligned with sales and marketing functions.