Presales Executive

Samraat Group; Maharashtra; On-site; INR 300,000 - 540,000; Full time

Job summary

Samraat Group is seeking a Pre-Sales Executive to manage inbound and outbound leads, qualify prospects, and coordinate site visits. You will support the sales team with timely follow-ups, maintain CRM records, and help convert prospects into customers.

The role focuses on generating quality leads, clear communication on project details and pricing, and ensuring efficient lead management and reporting across the sales process.

Responsibilities

• Handle inbound leads from digital platforms, portals, calls, and walk-ins.
• Make outbound calls to prospective customers.
• Explain project details, pricing, and offers clearly.
• Understand customer requirements such as budget, location, and timeline.
• Identify serious buyers and filter non-relevant leads.
• Maintain proper lead classification for effective follow-up.
• Schedule and confirm site visits for interested customers.
• Coordinate with the sales team for visit arrangements.
• Follow up after site visits to capture feedback and interest level.
• Ensure regular and timely follow-ups with prospects.
• Maintain strong communication to keep prospects engaged.
• Support the sales team in lead conversion.
• Update all leads and interactions in CRM systems.
• Track lead status and follow-up activities.
• Prepare daily/weekly reports on lead progress.
• Provide accurate and updated project information.
• Handle basic customer queries professionally.
• Escalate complex queries to the concerned team.

Job description

Role Summary

The Pre-Sales Executive is responsible for handling inbound and outbound leads, qualifying potential customers, and coordinating site visits. The role focuses on generating quality leads, ensuring timely follow-ups, and supporting the sales team in converting prospects into customers.

Key Responsibilities

Lead Management

• Handle inbound leads from digital platforms, portals, calls, and walk-ins
• Make outbound calls to prospective customers
• Explain project details, pricing, and offers clearly

Lead Qualification

• Understand customer requirements such as budget, location, and timeline
• Identify serious buyers and filter non-relevant leads
• Maintain proper lead classification for effective follow-up

Site Visit Coordination

• Schedule and confirm site visits for interested customers
• Coordinate with the sales team for visit arrangements
• Follow up after site visits to capture feedback and interest level

Follow-Up & Conversion Support

• Ensure regular and timely follow-ups with prospects
• Maintain strong communication to keep prospects engaged
• Support the sales team in lead conversion

CRM & Reporting

• Update all leads and interactions in CRM systems
• Track lead status and follow-up activities
• Prepare daily/weekly reports on lead progress

Customer Interaction

• Provide accurate and updated project information
• Handle basic customer queries professionally
• Escalate complex queries to the concerned team