Roles & Responsibilities

I. Lead Planning, Management & Execution

- Handle inbound customer enquiries generated through digital marketing campaigns, property portals, website enquiries, social media, referrals, walk-ins, channel partners, and other approved lead sources.
- Execute outbound calling to assigned customer databases and prospective buyers using the company's CRM and lead management systems.
- Understand and record customer requirements, including budget, preferred location, plot size, investment purpose, purchase timeline, and payment preferences.
- Introduce the company's plotted development projects and identify prospects with genuine purchase interest.
- Classify and prioritise leads as Hot, Warm, or Cold based on customer interest, budget, purchase readiness, and follow-up requirements.
- Ensure timely and accurate updates of lead status, call outcomes, customer requirements, and next follow-up dates in the CRM.
- Prioritise high-potential leads and ensure that genuine customer enquiries receive timely attention.
- Reconnect with inactive and previously interested leads to identify potential sales opportunities.

II. Customer Engagement & Project Explanation
- Act as the first point of contact for prospective customers interested in purchasing residential plots.
- Explain the company's plotted development projects, including project location, connectivity, available plot sizes, layout details, amenities, infrastructure, and other key features.
- Provide accurate and updated information regarding plot pricing, availability, approved offers, payment plans, and booking procedures.
- Understand customer requirements and communicate suitable project options based on their budget, location preference, and intended use.
- Address customer queries professionally through telephone calls, WhatsApp, emails, and other company-approved communication channels.
- Share approved project brochures, location maps, presentations, videos, and other marketing materials with prospective customers.
- Handle common customer objections relating to pricing, location, accessibility, plot availability, payment terms, and purchase timelines.
- Escalate technical, legal, documentation, approval-related, or pricing queries to the appropriate internal team whenever necessary.
- Ensure all information shared with customers is accurate, transparent, and consistent with company-approved communication.
- Build customer trust through professional communication, timely responses, and consistent follow-ups.

III. Lead Qualification, Follow-Up & Sales Pipeline Management
- Qualify leads based on customer interest, budget suitability, preferred project location, purchase readiness, and willingness to attend a site visit.
- Identify genuine prospective plot buyers and distinguish them from general enquiries or prospects with no immediate purchase intent.
- Maintain a systematic follow-up schedule for interested customers and ensure that no qualified lead is missed due to delayed communication.
- Follow up with customers who require additional information, need time to discuss with family members, or are comparing different property options.
- Record customer objections, feedback, purchase timelines, and agreed next steps in the CRM.
- Re-engage older leads and prospects who previously showed interest but did not proceed with a site visit or booking.
- Share qualified leads and relevant customer information with the Field Sales Team to support effective customer engagement.
- Monitor the progress of leads from initial enquiry through qualification, site-visit scheduling, and subsequent sales follow-up.
- Maintain an updated pipeline of active prospects, follow-up cases, and potential sales opportunities.

IV. Site-Visit Coordination & Conversion Support
- Convert qualified customer enquiries into confirmed site visits for the company's plotted development projects.
- Explain the importance of visiting the project site to understand the actual location, layout, accessibility, surrounding development, and available plots.
- Schedule site visits based on customer availability and coordinate with the Sales Managers, Field Sales Executives, and Site Teams.
- Confirm scheduled visits with customers and provide reminders to improve attendance.
- Share customer requirements, budget details, preferred plot sizes, and previous discussion notes with the assigned Sales Executive before the site visit.
- Track scheduled, completed, rescheduled, and cancelled site visits in the CRM.
- Follow up with customers after their site visits to understand feedback, interest level, concerns, and further requirements.
- Coordinate with the Sales Team to identify prospects who require additional assistance before proceeding towards booking.
- Support the sales team in improving lead-to-site-visit and site-visit-to-booking conversion ratios.




- Maintain regular communication with the Sales Team regarding high-potential leads and immediate sales opportunities.

V. Channel Partner Coordination (If Applicable)
- Coordinate with the Channel Partner Team or designated reporting manager regarding enquiries received through channel partners and property brokers.
- Record and track customer leads referred by channel partners in the prescribed CRM system.
- Ensure that channel partner leads are assigned, updated, and followed up on according to company procedures.
- Coordinate with the concerned internal team to obtain approved information regarding project details, pricing, availability, and sales processes for channel partner enquiries.
- Follow up on referred leads and coordinate with the Sales Team regarding site visits and subsequent sales progress.
- Maintain proper records of channel partner enquiries, lead status, site visits, and booking updates.
- Escalate channel partner-related queries or issues to the authorised team for resolution.
- Follow company policies concerning lead ownership, customer allocation, channel partner communication, and commission-related information.

VI. Target Achievement & Performance Delivery
- Achieve daily, weekly, and monthly performance targets assigned by the reporting manager.
- Meet prescribed outbound calling and customer enquiry-handling targets.
- Maintain expected productivity in terms of connected calls, meaningful customer conversations, and qualified leads.
- Generate and schedule qualified site visits based on customer interest and project requirements.
- Improve site-visit attendance through timely confirmation calls, reminders, and follow-ups.
- Contribute to sales and booking objectives by providing qualified prospects and consistent follow-up support to the Field Sales Team.
- Monitor individual performance against assigned targets and take corrective action when required.
- Participate in daily reviews, weekly performance meetings, and monthly target assessments.
- Maintain a balance between calling volume, lead quality, customer experience, and conversion performance.
- Work towards the performance benchmarks established by management based on lead availability, campaign volume, and project requirements.

Key Performance Indicators (KPIs):

- Number of outbound calls made.
- Number of inbound enquiries handled.
- Number of connected calls and meaningful conversations.
- Number of qualified leads generated.
- Number of site visits scheduled and completed.
- Site-visit attendance and conversion rates.
- Follow-up completion and lead reactivation.
- CRM data accuracy and timely MIS submission.
- Contribution to sales opportunities and bookings.

VII. CRM, Documentation & MIS Reporting
- Maintain complete and accurate customer records in the company's prescribed CRM or lead management system.
- Update call outcomes, customer requirements, lead classification, follow-up dates, site-visit schedules, and sales progress promptly.
- Ensure proper lead allocation, status updates, and follow-up tracking in accordance with company procedures.
- Prepare and submit daily call reports, follow-up reports, qualified-lead reports, and site-visit updates.
- Prepare weekly lead pipeline and site-visit status reports for management review.
- Support the preparation of monthly performance reports covering productivity, lead conversion, site visits, and sales contribution.
- Maintain transparency and accuracy in all CRM entries, reports, and customer-related documentation.
- Avoid duplicate records, incomplete entries, and unauthorised changes to lead information.
- Maintain confidentiality of customer information, company databases, project pricing, and internal business information.
- Follow company guidelines for CRM usage, data security, and customer information handling.

VIII. Coordination with Internal Teams
- Coordinate with the Team Lead – Pre-Sales / Pre-Sales Manager for daily activities, target allocation, lead prioritisation, and performance reviews.
- Work closely with the Digital Marketing Team to understand lead sources, campaign details, and the quality of incoming enquiries.
- Coordinate with Sales Managers and Field Sales Executives to facilitate site visits and support sales conversion.
- Liaise with the CRM Team for clarification regarding customer documentation, registration processes, and post-booking procedures when required.
- Coordinate with the Liaison Team for authorised clarification regarding project approvals and documentation-related queries.
- Communicate recurring customer objections, feedback,



pricing concerns, and market observations to the reporting manager.
- Participate in project briefings, product training, sales meetings, and internal performance reviews.
- Maintain effective communication and coordination across departments to ensure a smooth customer journey.

IX. Professional Development
- Develop a thorough understanding of the company's plotted development projects, including location, layout, plot sizes, amenities, pricing, and approved payment plans.
- Upgrade knowledge of CRM tools, lead management practices, customer engagement techniques, and sales reporting.
- Stay updated on real estate market trends, customer buying behaviour, competitor offerings, and local property demand.
- Improve telephone etiquette, persuasion, negotiation, objection handling, and customer relationship management skills.
- Participate in internal training programmes, project presentations, and performance improvement initiatives.
- Implement feedback received from the reporting manager to improve productivity and conversion performance.

X. Behaviour, Teamwork & Workplace Conduct
- Maintain professional conduct and a customer-focused approach in all interactions.
- Demonstrate discipline, ownership, accountability, and commitment to assigned targets.
- Work collaboratively with the Pre-Sales, Sales, Marketing, CRM, and other relevant teams.
- Maintain a positive attitude while handling customer objections, repeated follow-ups, and target-related pressure.
- Demonstrate patience, emotional intelligence, and effective communication when dealing with diverse customer requirements.
- Follow ethical sales practices and provide only accurate, company-approved information to customers.
- Adhere to company policies, attendance requirements, reporting procedures, and workplace guidelines.
- Maintain confidentiality of customer data and company information.
- Accept performance feedback positively and demonstrate continuous improvement in individual and team performance.

Working Days & Week-Off Policy
- Sunday working is mandatory due to peak customer enquiries and site-visit requirements.
- Weekly off will be provided on a weekday as per management allocation.
- Flexibility to work during marketing campaigns, festive periods, special sales drives, and other business requirements is expected.
- Working hours, attendance, leave, and other employment conditions will be governed by company policy.

Key Working Relationships

Internal

- Team Lead – Pre-Sales / Pre-Sales Manager
- Sales Managers and Field Sales Team
- Digital Marketing Team
- CRM Team / CRM Head
- Liaison Team, wherever required
- Other relevant departments as required for customer enquiry resolution

External

- Prospective Customers and Clients
- Channel Partners / Property Brokers, where applicable
- Other authorised external stakeholders, as required

Qualification & Experience

Essential

- Any graduate degree from a recognised university is preferred.
- 1–3 years of experience in real estate pre-sales, telecalling, inside sales, customer relationship management, or target-based customer acquisition is preferred.
- Experience in residential plot sales, plotted developments, land sales, or other property-related businesses will be an added advantage.
- Good verbal communication skills in Tamil are essential for handling local customers.
- Basic to positive English communication skills for professional interactions and reporting.
- Ability to work towards assigned performance targets and manage regular customer follow-ups.

Desirable

- Postgraduate qualification such as an MBA in Sales, Marketing, or a related field.
- Experience handling high-volume customer enquiries and digital marketing leads.
- Familiarity with CRM systems, lead management tools, and sales MIS reporting.
- Experience coordinating site visits and supporting real estate sales conversions.
- Fresh graduates with strong communication skills and a willingness to work in a target-driven environment may be considered based on business requirements.

Functional Competencies
- Lead Management and Qualification
- Customer Relationship Management
- Real Estate Project Knowledge
- Lead Conversion and Site-Visit Coordination
- Communication, Persuasion and Objection Handling
- CRM and Technology Utilisation
- Reporting and Performance Metrics
- Follow-Up and Sales Pipeline Management
- Cross-Functional Coordination
- Target Achievement and Productivity Management

Behavioural Competencies
- Customer Focus
- Team Collaboration
- Emotional Intelligence
- Time Management and Prioritisation
- Adaptability and Initiative
- Accountability and Ownership
- Professionalism and Ethical Conduct
- Resilience and Target Orientation
- Attention to Detail
- Continuous Learning and Improvement

Pay: Up to ₹500,000.00 per year

Benefits

- Cell phone reimbursement
- Health insurance
- Provident Fund

Work Location: In person

📌 Presales Executive (Coimbatore)
🏢 Cathrrine travels and tours
📍 Coimbatore