Role & responsibilities

1. JOB PURPOSE

Responsible for managing incoming qualified leads received from the CRM team, identifying and qualifying potential prospects, arranging and taking video meetings for technical discussions according to targets given and coordinating factory visits or sales representative visits to convert qualified leads into business opportunities.

2. PRINCIPAL ACCOUNTABILITIES

Manage incoming qualified leads from the CRM team, identify and qualify potential prospects, coordinate video meetings for technical discussions, and arrange factory visits or sales representative visits to strengthen customer engagement and support business conversion.

Accountability

Major Activities

Key Performance Indicators

Qualified Lead calling

- Call the pending follow ups and qualified leads to schedule VC and visit at factory
- Number of qualified leads VC conducted ,number of visit scheduled for factory demo, also number of sales person visit conducted
- Meeting Coordination

Factory & Sales Visits
- Arrange video calls for technical discussions between prospects and the technical or sales team.
- Number of meetings scheduled and successfully conducted.

Factory & Sales Visits

- Coordinate factory visits and schedule sales representative visits based on customer requirements.
- Number of meetings scheduled and successfully conducted.

Coordinate with the CRM team for incoming leads, customers and prospects for enquiries and follow-ups,



the sales and technical teams for product discussions and video meetings, and sales representatives for factory visits and customer visits. Also, communicate with the reporting manager for lead updates, escalations, and sales conversion progress.

Preferred candidate profile

Relevant Experience

- Basic technical knowledge of CRM systems and online business portals.
- Good telecalling and customer follow-up skills.
- Good video call attending experience

Technical / Functional Competencies (Critical for Success in the Role)
- Should have basic computer knowledge and good typing skills.
- Should have working knowledge of Google Sheets and Microsoft Excel.
- Should be familiar with Google Meet, Google Calendar, Google Slides, and other Google Workspace tools.
- Should have good working knowledge of Microsoft Office tools and Google Workspace applications.
- Should have basic knowledge of ERP and CRM software.
- Should have strong technical knowledge to understand customer requirements and coordinate technical discussions.
- Should be capable of managing calling software, scheduling meetings, and maintaining customer records efficiently.

Behavioral Competencies (Expected Leadership & Workplace Behaviours)

- Should have good behaviour, a positive attitude, and skilled office etiquette.
- Should maintain respectful and polite communication with customers and colleagues.

📌 Pre-sales Executive (Pune)
🏢 Shri Bhagwati Machines
📍 Pune