Specialist – Presales & Customer Relationships

Embassy Developments; Bengaluru; On-site; INR 1,200,000 - 2,000,000; Full time

Job summary

Embassy Developments is seeking a Specialist – Presales & Customer Relationships in Bengaluru to generate opportunities, engage prospects, and drive loyalty. You will combine presales, loyalty and referral activities to optimise coverage and deliver a consistent customer experience.

Responsibilities include outreach, needs assessment, product pitching, lead qualification, and maintaining CRM records to track progress and conversions.

Qualifications

• Bachelor's degree in Business Administration, Marketing, Sales or a related discipline.

Responsibilities

• Generate qualified sales opportunities through proactive outreach via calls, emails, databases, and networks.
• Engage prospects to understand requirements, purchase preferences, budget and timelines.
• Present and pitch projects and product offerings based on customer needs.
• Qualify leads by assessing product suitability, budget and timelines.
• Build and maintain relationships with prospective and existing customers and referral networks.
• Nurture opportunities through structured follow-ups to progress through the sales pipeline.
• Coordinate with sales teams to drive site visits and handovers.
• Maintain accurate CRM data including lead status and interactions.

Job description

Love connecting with people and creating meaningful customer experiences?

Join us as a Specialist – Presales & Customer Relationships and play a key role in engaging prospects, nurturing leads, driving loyalty, and building referral networks.

Job Purpose:

To generate, engage, qualify and progress potential sales opportunities across non-CP channels through proactive customer outreach, product consultation, relationship management, loyalty engagement and referral activation.

The role will bring together presales, loyalty and referral activities under a common operating model to optimise resource deployment, provide broader customer coverage and deliver a consistent customer experience. The individual will have a primary channel or audience allocation, with the flexibility to support other business requirements based on priorities.

Key Responsibilities:

• Generate qualified sales opportunities through proactive outreach, assigned enquiries, databases, existing customer networks, employee communities and approved referral sources.
• Engage prospective customers through calls, emails and other communication channels to understand their requirements, purchase preferences, budget and timelines.
• Present and pitch suitable projects, product offerings, features and value propositions based on customer needs.
• Adapt customer conversations and engagement strategies across different audiences, including direct prospects, existing customers, employees and referral networks.
• Qualify leads by assessing product suitability, purchase intent, budget and expected timelines, and prioritise opportunities accordingly.
• Build and maintain strong relationships with prospective and existing customers, employees and referral partners to encourage purchase interest, repeat business and qualified referrals.
• Nurture potential opportunities through structured follow-ups and consistent engagement to move leads through the sales pipeline.
• Drive qualified prospects towards site visits and coordinate timely handovers to the respective sales teams.
• Track the progress of leads from initial enquiry and qualification through site visits, sales handover and booking, wherever applicable.
• Maintain accurate and updated customer information, lead status, interaction history, follow-up actions and pipeline details in the CRM system.
• Ensure timely lead responses, appropriate lead dispositions, source attribution, referral registration and adherence to programme eligibility requirements.
• Support loyalty programme enrolments, communicate customer benefits, identify repeat-purchase opportunities and provide referral-status updates.
• Address initial customer queries and coordinate with relevant internal teams to ensure timely resolution and a consistent customer experience.
• Coordinate with sales, CRM, marketing and other internal teams to ensure effective lead management and opportunity progression.
• Monitor lead generation, qualification, site visits, conversions and other relevant performance metrics, and provide periodic updates to the reporting manager.
• Identify gaps in customer engagement and lead progression, and recommend improvements to outreach, follow-up and conversion practices.
• Support other channels, customer segments and programme requirements based on business priorities and resource allocation.

Qualifications and Work Experience:

• Bachelor's degree in Business Administration, Marketing, Sales or a related discipline.
• 5-8 years of relevant experience in presales, inside sales, customer relationship management, real estate sales or lead generation.
• Experience in customer-facing roles involving lead sourcing, product pitching, qualification and sales follow-ups.
• Exposure to loyalty programmes, referral management or customer engagement initiatives would be an advantage.
• Prior experience in the real estate industry would be preferred.

Knowledge, Skills and Competencies:

• Strong verbal and written communication skills.
• Excellent customer engagement and relationship-building abilities.
• Proactive approach to lead generation, outreach and opportunity sourcing.
• Strong product presentation, pitching and consultative selling skills.
• Ability to understand customer requirements and qualify sales opportunities.
• Proficiency in CRM systems, lead tracking and pipeline management.
• Strong follow-up discipline and ability to manage multiple leads simultaneously.
• Customer-centric approach with ownership and accountability.
• Strong coordination, interpersonal and problem-solving skills.
• Adaptability to support different customer segments and business requirements.