We are looking for a results-driven Pre-Sales Executive who will be the first point of contact for every home- loan enquiry at Butter Money. You will call inbound and outbound leads, assess loan feasibility in preliminary conversations, and convert high-intent customers into qualified opportunities — routing them seamlessly to our Advisory and Operations teams for processing.

This role sits at the very top of the revenue funnel. Every qualified lead you pass forward directly impacts loan closures and disbursal volumes.

What You Will Do

- Lead Qualification & Conversion
- Call all inbound and outbound leads generated via digital channels, referrals, and partners.
- Understand income profile, employment type, property details, and loan requirement.




- Ask structured pre-qualification questions to assess feasibility and identify high-intent customers.
- Customer Advisory — Initial Conversations
- Explain Butter Money's value proposition clearly and confidently.
- Guide customers on loan eligibility basics and documentation readiness.
- Clarify doubts on the loan process and next steps.
- Ensure smooth handover to the Advisory or Operations team.
- Deal Tracking & CRM Hygiene
- Route qualified cases to internal advisory or ops teams.

Skills: sales,crm,customer

📌 Pre sales executive (Bengaluru)
🏢 The UrbanIndia
📍 Bengaluru