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

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