Presales Executive

Here’s a strong, structured JD for a Real Estate Presales Executive, aligned with your business (lead qualification, CRM discipline, and pipeline building):

Job Title: Presales Executive (Real Estate)Location: [Insert Location]Company: Home RaagaRole OverviewWe are looking for a proactive and detail-oriented Presales Executive to manage the initial stages of the sales funnel. This role focuses on lead qualification, client engagement, and pipeline creation to ensure high-quality opportunities are passed on to the sales team for conversion.

• Key Responsibilities1. Lead Generation & QualificationEngage with incoming leads through calls, WhatsApp, and other channels
• Understand client requirements including budget, location, configuration, and timeline
• Qualify leads based on seriousness, intent, and fit
• Ensure only high-quality, actionable leads are passed to the sales team
• 2. Client InteractionBe the first point of contact for prospective clients
• Provide basic project information and resolve initial queries
• Build interest and trust to move clients to the next stage
• 3. Lead Assignment & CoordinationCreate and update leads in Zoho CRM with complete details
• Assign qualified leads to the appropriate sales advisor
• Ensure smooth handover with proper briefing
• 4. Follow-Ups & NurturingConduct timely follow-ups with warm and cold leads
• Re-engage inactive leads to revive interest
• Maintain consistent communication until the lead progresses to site visit stage
• 5. Data Management & ReportingMaintain accurate and up-to-date records in CRM
• Track lead status, source, and progression
• Provide daily/weekly updates on:
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• Leads generated
• Leads qualified
• Conversion to site visits
• Performance Metrics (KPIs)Number of leads qualified
• Lead-to-site visit conversion rate
• Response time and follow-up efficiency
• Data accuracy in CRM
• Contribution to overall pipeline
• Key Requirements0–3 years of experience in presales, telesales, or customer engagement roles
• Strong communication skills (English + local language preferred)
• Ability to understand client requirements quickly
• Organized and detail-oriented
• Comfortable with calling and follow-ups
• Preferred SkillsExperience in real estate / high-value sales environment
• Familiarity with Zoho CRM or similar tools
• Strong persuasion and listening skills
• What We OfferExposure to premium real estate projects
• High-growth, performance-driven environment
• Opportunity to move into sales roles based on performance
• Strong pipeline and learning opportunity
• Key Traits We ValueOwnership mindset
• Persistence in follow-ups
• Strong communication
• Attention to detail
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