Role Summary The Pre-Sales Executive is responsible for handling inbound and outbound leads, qualifying potential customers, and coordinating site visits. The role focuses on generating quality leads, ensuring timely follow-ups, and supporting the sales team in converting prospects into customers.

Key Responsibilities:

Lead Management

- Handle inbound leads from digital platforms, portals, calls, and walk-ins

- Make outbound calls to prospective customers

- Explain project details, pricing, and offers clearly

Lead Qualification

- Understand customer requirements such as budget, location, and timeline

- Identify serious buyers and filter non-relevant leads

- Maintain proper lead classification for effective follow-up

Site Visit Coordination

- Schedule and confirm site visits for interested customers





- Coordinate with the sales team for visit arrangements

- Follow up after site visits to capture feedback and interest level

Follow-Up & Conversion Support

- Ensure regular and timely follow-ups with prospects

- Maintain solid communication to keep prospects engaged

- Support the sales team in lead conversion

CRM & Reporting

- Update all leads and interactions in CRM systems

- Track lead status and follow-up activities

- Prepare daily/weekly reports on lead progress

Customer Interaction

- Provide accurate and updated project information

- Handle basic customer queries professionally

- Escalate complex queries to the concerned team

📌 Presales Executive (Nashik)
🏢 Samraat Group
📍 Nashik