Job highlights
Ensure minimum lead leakage through timely follow-ups and proper tracking
Skills Required
Experience: 0 3 Years . Role Overview .
Call Quality / Customer Experience
Good communication and convincing skills
Good listening and objection-handling skills
Department: Pre-Sales Reporting To: Team Leader/ Manager Pre-Sales
Experience: 0–3 Years
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.
Skills Required
Good communication and convincing skills
Robust 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 rapid-paced, target-driven workplace
Core Accountability “Own every assigned lead and convert it into a qualified, scheduled and successfully attended customer meeting for the Sales team.”