Pre-Sales Executive Real Estate

Department

Sales / Pre-Sales

Reporting To

Sales Manager / Pre-Sales Manager

Job Summary The Pre-Sales Executive will be responsible for handling incoming leads, understanding customer requirements, providing project information, qualifying prospects, scheduling site visits, and coordinating with the Sales Team for further conversion. The role requires excellent communication, follow-up, and customer-handling skills.

Key Roles & Responsibilities

1. Lead Management

- Handle leads received through calls, website enquiries, digital marketing, property portals, references, and other sources.
- Contact prospective customers and understand their budget, location preference, configuration, and other requirements.
- Qualify leads based on customer interest and requirements.
- Maintain accurate lead records in CRM.

2. Outbound Calling

- Make regular outbound calls to prospective customers.
- Explain project details, location, configurations, amenities, pricing, offers, and payment plans.
- Answer customer queries and provide relevant information.
- Follow up with customers at the appropriate intervals.

3. Site Visit Coordination

- Convince qualified customers to schedule a site visit.
- Coordinate and confirm site visit appointments.
- Share project location and relevant details with customers.
- Coordinate with the Sales Executive regarding scheduled site visits.
- Follow up with customers after the site visit.

4. Lead Follow-Up

- Maintain regular follow-ups with prospective customers.
- Track lead status, customer requirements, and next follow-up dates.
- Reconnect with inactive or previously contacted leads.
- Ensure no qualified lead is missed or left without follow-up.

5. Sales Team Coordination

- Transfer qualified leads to the concerned Sales Executive.




- Share complete customer requirements and interaction details with the Sales Team.
- Coordinate with Sales Executives regarding site visits and lead status.
- Support the Sales Team in improving lead-to-site-visit conversion.

6. Customer Relationship Management

- Maintain qualified and positive communication with prospective customers.
- Handle customer objections and basic queries effectively.
- Build customer confidence and maintain relationships throughout the pre-sales process.

Required Skills
- Excellent verbal and written communication
- Strong telephonic communication skills
- Customer handling and convincing ability
- Good follow-up skills
- Lead qualification skills
- Strong coordination skills
- Target-oriented approach
- Ability to handle multiple leads
- Good knowledge of MS Excel and CRM software
- Basic knowledge of real estate sales processes

Qualification
- Graduate in any discipline.
- MBA/PGDM in Sales & Marketing will be an added advantage.

Experience
- 1–4 years of experience in Pre-Sales, Telecalling, Real Estate Sales, Customer Service, or Lead Generation preferred.
- Experience in residential real estate will be an advantage.
- Freshers with excellent communication skills and a strong interest in sales may also be considered.

Key Performance Indicators (KPIs)
- Number of calls made
- Number of leads contacted
- Lead qualification rate
- Follow-up completion
- Number of site visits scheduled
- Lead-to-site-visit conversion
- Site-visit attendance
- Lead-to-booking conversion
- CRM data accuracy
- Customer response and engagement

Preferred Candidate Profile A confident, energetic, and customer-focused professional with excellent communication and follow-up skills who can effectively handle leads, qualify prospects, generate site visits, and coordinate closely with the Sales Team to support overall sales conversion.

📌 Presales Executive (Pune)
🏢 Millennium Developers
📍 Pune