Sales Development Representative (SDR) — Sales & Initial Consultation Company: WBM Property Investment Ltd. (Plandome) Location: Remote — India Employment Type: Full-Time About the Role The SDR position at Plandome is a client-facing role combining sales with initial project consultation and assessment. Unlike a traditional SDR position, this role is not limited to qualifying leads and booking appointments. SDRs will be trained to conduct the initial consultation call themselves, helping clients explain their property requirements, carrying out initial project due diligence, and identifying the appropriate next step within Plandome. The SDR will develop both commercial sales capability and practical knowledge of UK property planning and development processes. Full training will be provided on Plandome’s services, internal resources, systems, planning research processes, and consultation framework. The SDR will manage prospective clients from initial enquiry through:
- Lead qualification
- Initial project assessment
- Initial consultation
- Planning due diligence
- Identifying client requirements
- Recommending the appropriate Plandome service or next step
- Sales discussions
- Consultation or specialist appointment booking where required
- Invoice collection
- Project onboarding Key Responsibilities Lead & Enquiry Management
- Handle client calls, emails, and Whats App enquiries
- Respond professionally and promptly to current enquiries
- Qualify prospective clients
- Understand the client’s property, objectives, and immediate concerns
- Maintain consistent follow-up with active opportunities
- Follow up on missed appointments and incomplete enquiries Initial Consultation & Project Assessment A key part of the role will be conducting initial client consultation calls directly. Following training,



the SDR will be expected to:
- Conduct structured initial consultation calls with homeowners, landlords, developers, and property professionals
- Understand the client’s property and proposed works
- Gather the information required to assess the enquiry
- Identify the client’s objectives, concerns, and expected outcome
- Review property information before or during the consultation where appropriate
- Carry out initial planning due diligence using relevant local authority planning portals and other approved sources
- Review available planning history relevant to the property
- Identify information that may affect the proposed project
- Recognise when additional planning, architectural, or technical review is required
- Explain Plandome’s relevant services and potential next steps clearly to the client
- Escalate complex or specialist matters to the appropriate architect, planning consultant, or technical team
- Prepare accurate consultation and project notes for the delivery team The SDR is not expected to act as a qualified planning consultant or architect. The purpose of the initial consultation is to gather information, undertake trained preliminary checks, and determine the appropriate next step within Plandome. Planning & Property Due Diligence SDRs will receive training to become confident in carrying out initial property and planning research. Responsibilities will include:




- Navigating UK local authority planning portals
- Reviewing previous planning applications and decisions
- Checking publicly available planning history
- Reviewing submitted drawings and planning documents
- Identifying relevant property information
- Recognising common planning routes and project categories
- Identifying potential constraints or matters requiring further investigation
- Recording findings accurately within the CRM and project notes Where a matter requires professional interpretation or detailed technical advice, it must be escalated to the appropriate Plandome professional. Company Resources & Software The SDR is expected to become fully proficient in the company’s systems, resources, and workflows. Training will be provided. This includes effective use of:
- CRM and lead-management systems
- Company communication systems
- UK planning portals
- Internal service and planning knowledge resources
- Consultation frameworks
- Company templates and documentation
- Meeting and scheduling systems
- Presentation tools
- Internal project and client-management software SDRs will be expected to use these resources independently and accurately once training has been completed. Sales & Commercial Responsibilities
- Conduct professional sales conversations
- Understand the client’s requirements before recommending a service
- Explain Plandome services clearly
- Handle client questions and objections professionally
- Schedule specialist consultations where required
- Follow up on active opportunities
- Manage the complete sales cycle
- Close suitable opportunities
- Coordinate invoice payments
- Follow up on outstanding invoices
- Support project onboarding after

📌 Sales Development Representative (Uttar Pradesh)
🏢 WBM Property Investments
📍 Uttar Pradesh