Presales Executive

Job Description EMM (Pre-Sales)

Department: Marketing / EMM
Function: Pre-Sales
Experience: 1–5 Years
Industry Preference: Real Estate / Banking / Insurance
Location: bangalore
Employment Type: Full-Time

About the Role

We are looking for an energetic and target-oriented EMM – Pre-Sales Executive to join our Marketing & EMM team. The role will primarily focus on outbound calling, lead qualification, customer engagement, and converting leads into site visits and sales opportunities.

The ideal candidate should have strong communication skills, confidence in making high-volume outbound calls, and the ability to engage prospective customers and understand their requirements.

Key Responsibilities

• Make high-volume outbound calls to prospective customers from assigned lead databases.
• Understand customer requirements, budget, location preference, property needs and purchase timelines.
• Effectively communicate project/product features, benefits, offers and USPs to prospective customers.
• Qualify leads based on customer interest, requirement, budget and buying intent.
• Generate and nurture leads through consistent follow-ups and customer engagement.
• Convert qualified leads into site visits/appointments.
• Follow up with customers through calls and other approved communication channels.
• Maintain accurate records of calls, lead status, follow-ups and customer interactions in CRM.
• Ensure timely follow-up on hot and warm leads to improve conversion.
• Coordinate with the Sales team and hand over qualified leads/site-visit opportunities.
• Track daily calling, connect, qualification, follow-up and site-visit metrics.
• Achieve assigned calling, lead conversion and site-visit targets.
• Maintain a strong customer experience throughout the pre-sales journey.

Candidate Profile

• 1–5 years of experience in Pre-Sales, Telecalling, Inside Sales, Telesales, Customer Relationship Management or Lead Generation.
• Candidates from Real Estate, Banking or Insurance industries preferred.
• Strong verbal communication and interpersonal skills.
• Comfortable making a high volume of outbound calls every day.
• Strong persuasion, negotiation and follow-up skills.
• Target-driven with a strong focus on lead conversion.
• Ability to handle customer objections and build rapport over the phone.
• Good understanding of CRM systems and basic MS Office.
• Ability to work in a fast-paced, target-oriented environment.
• Fluency in English and relevant regional language(s) preferred.

Key Performance Indicators

• Outbound calls / daily call productivity
• Connected calls and meaningful conversations
• Lead qualification rate
• Follow-up adherence
• Site-visit conversion
• Lead-to-site-visit conversion
• Customer engagement and response rate
• Lead ageing and closure
• Sales-qualified lead generation

Preferred Background

Real Estate: Pre-Sales / Inside Sales / Telecalling / Customer Relationship

Banking: Relationship Executive / Tele-sales / Loan Sales / Credit Card Sales / Customer Acquisition

Insurance: Telesales / Insurance Advisor / Customer Acquisition / Relationship Management

Ideal Candidate