Job Title: Pre-Sales Executive

Location : Sector V, Salt Lake, Kolkata (On-site) Salary : ₹12,000 - ₹16,000 per month + Performance-Based Incentives Experience Required : 1-2 Years Employment Type : Full time | Permanent Qualification : Graduate Preferred

About Us

Shree Ji Steel is a rapidly growing company in the iron and steel industry, engaged in the manufacturing, trading, and export of high-quality steel products. We are committed to delivering excellent customer service and building strong business relationships across India.

We are looking for an energetic, communication-skilled, and target-oriented Pre-Sales Executive to support our sales team through lead generation, prospect identification, initial customer interaction, and lead qualification.

Job Summary

We are seeking a motivated Pre-Sales Executive who will be responsible for generating potential business leads, contacting prospective customers, understanding their basic requirements, qualifying leads, and transferring qualified opportunities to the sales team.

Key Responsibilities :

1. Lead Generation

- Make outbound calls to potential customers from company databases and other lead sources.
- Identify companies and decision-makers who may have requirements for steel products.
- Generate new business leads through calling and other assigned sources.
- Introduce Shree Ji Steel and its product range professionally to prospective customers.
- Identify potential customers based on industry, business type, and requirement.

- Lead Qualification

- Understand the customer's basic requirement during the initial conversation.
- Collect significant information such as:

- Product required
- Size/specification
- Approximate quantity
- Application/project requirement
- Location
- Expected purchase timeline
- Contact person/designation




- Identify whether the prospect has a genuine or potential business requirement.
- Categorize leads according to their quality and requirement.
- Forward qualified leads to the concerned Sales Executive/Business Development team.

1. Initial Customer Communication

- Clearly explain the company's business profile and product categories.
- Answer basic customer questions regarding the company and product range.
- Maintain professional telephone etiquette while speaking with prospects.
- Build initial customer interest without making unauthorized price or delivery commitments.
- Escalate technical, pricing, or commercial queries to the appropriate sales team.

- Sales Team Coordination

- Share qualified leads and complete customer requirement details with the Sales Executive.
- Ensure that the sales team receives accurate and complete information.
- Coordinate internally regarding newly generated leads and their assignment.
- Update the concerned team regarding important information received from prospects.
- Avoid duplication of leads and maintain proper lead ownership records.

- CRM & Reporting

- Maintain accurate records of calls, prospects, requirements, and lead status in CRM/software.
- Update daily calling and lead-generation activities.
- Maintain a database of potential customers and decision-makers.
- Prepare daily and weekly lead-generation reports.
- Track the number of calls made, connected calls,



qualified leads, and leads transferred to the sales team.
- Ensure all lead information is entered accurately and on time.

What This Role Does NOT Include

- Preparing quotations.
- Price negotiation with customers.
- Closing sales independently.
- Regular sales follow-up after the lead is transferred to the Sales Executive.
- Handling order execution or dispatch coordination.

Required Skills :

- Excellent verbal communication skills in English, Hindi, and Bengali.
- Good listening and questioning skills.
- Strong ability to identify and qualify potential customers.
- Good convincing and interpersonal skills.
- Professional telephone etiquette.
- Strong data-entry and documentation skills.
- Basic knowledge of MS Excel, Word, CRM, and calling software.
- Good coordination skills.
- Target-oriented and comfortable making a high volume of calls.
- Ability to accurately record customer requirements.
- Positive attitude and willingness to learn.

Qualifications & Eligibility

- Graduate in any discipline; Sales/Marketing background preferred.
- 1-2 years of experience in Pre-Sales, Telecalling, Lead Generation, Inside Sales, Customer Support, or a similar role.
- Experience in steel, construction materials, building materials, engineering, manufacturing, or industrial products will be an added advantage.
- Freshers with excellent communication skills and a solid interest in sales may also apply.

Key Performance Indicators (KPIs)

- Number of outbound calls made.
- Number of connected calls.
- Number of qualified leads generated.
- Lead qualification rate.
- Accuracy and completeness of customer information.
- Number of qualified leads successfully transferred to the sales te

📌 Presales Executive (Kolkata)
🏢 Shree Ji Steel
📍 Kolkata