Role Overview The Pre-Sales Agent will be responsible for managing assigned leads, engaging customers through calls, generating and scheduling appointments, and ensuring customers attend the scheduled meeting with the Sales team.

Key Responsibilities / KRAs

- Call assigned leads and ensure timely first contact.
- Understand customer requirements and qualify leads.
- Maintain regular follow-ups with interested customers.
- Schedule appointments as per daily/monthly targets.
- Confirm appointments and ensure customers join and attend the scheduled meeting.
- Manage the lead journey from lead assignment till meeting attended.
- Follow up on missed, cancelled and rescheduling appointments.
- Achieve daily calling, connected calls and talk-time targets.
- Achieve daily/weekly/monthly appointment and completed-meeting targets.
- Maintain accurate lead status, follow-ups and dispositions in CRM.
- Ensure minimum lead leakage through timely follow-ups and proper tracking.
- Coordinate with TLs and Sales Managers for appointments and customer requirements.
- Handle basic customer queries and objections professionally.




- Maintain high-quality customer interactions and follow company calling processes.
- Escalate high-potential leads, customer concerns and critical issues to the TL.
- Contribute towards improving lead-to-appointment and appointment-to-meeting conversion.

Key Performance Metrics

- Calls Dialed
- Connected Calls & Connect %
- Total / Net Talk Time
- Follow-ups Completed
- Appointments Scheduled
- Appointment Target Achievement
- Completed Meetings
- Meeting Attendance %
- Lead-to-Appointment Conversion %
- CRM Accuracy
- Call Quality / Customer Experience

Skills Required

- Good communication and convincing skills
- Strong follow-up and customer-handling ability
- Target-oriented and disciplined approach
- Good listening and objection-handling skills
- Basic computer/CRM knowledge
- Ability to work in a fast-paced, target-driven setting

Core Accountability “Own every assigned lead and convert it into a qualified, scheduled and successfully attended customer meeting for the Sales team.”

Pay: ₹15,000.00 - ₹25,000.00 per month

Education

- Bachelor's (Preferred)

Work Location: In person

📌 Presales Executive (Bengaluru)
🏢 GBG
📍 Bengaluru