1. Lead Generation & Enquiry Handling
- Receive walk-in customers visiting the site and give complete project information (location, amenities, unit types, pricing, possession date).
- Follow up on enquiries from digital leads (website, social media, portals), referrals and channel partners.
- Support cold calling, local marketing, hoardings and on-site activities to generate new leads.
2. CRM Management (Mandatory)
- Enter every lead in the CRM on the same day: name, contact, source, budget and requirement.
- Update the follow-up status after every call, meeting and site visit.
- Maintain the lead stage: New Contacted Site Visit Negotiation Booking Closed/Lost.
- Set the next follow-up date in the CRM and never miss a reminder.
- Record the reason for every lost lead in the CRM.
- No lead or deal may be handled outside the CRM. CRM data is the official record of performance.
3. Site Visit & Customer Presentation
- Conduct site visits and show the model flat, layout and construction progress.
- Recommend units based on the customers requirement (BHK, floor, facing, budget).
- Clearly explain pricing, payment plans, offers and loan options.
4. Follow-up, Negotiation & Closure
- Follow up regularly with interested customers (call, WhatsApp, meeting).
- Handle customer objections and negotiate within the limits approved by management.
- Collect the booking amount, get the booking form filled and collect KYC documents.
5. Documentation & Post-Sales Support
- Keep the file complete: booking form, agreement of sale, payment receipts and documents.
- Coordinate with banks and loan agents for home loans.
- Remind customers of payment schedules and support collections.
- Coordinate between the customer and the internal team for registry, possession and construction updates.
6. Target Achievement
- Achieve monthly and quarterly booking/sales targets.
- Track weekly targets: leads handled, site visits, follow-ups and bookings.
- Submit a target vs. achievement report to the manager along with daily/weekly activity.
- If there is a gap against target, prepare an action plan and discuss it with the manager.
7. Reporting & Coordination
- Submit the daily work report and CRM update by end of day.
- Present the pipeline and hot leads in the weekly sales meeting.
- Share competitor projects, pricing and market feedback with the manager.
- Coordinate with the site, accounts and legal teams.
8. Conduct & Discipline
- Behave professionally and honestly with customers. No wrong commitments or false promises.
- Keep company pricing, offers and customer data confidential.
Preferred candidate profile
- Graduate (MBA/Marketing preferred) with 5-6 years of real estate/construction sales experience.
- Strong communication and negotiation skills in Hindi, English and Gujarati.
- Basic knowledge of CRM, MS Office and WhatsApp Business.
- Target-oriented and ready to do field work at the site.