Senior Executive - Real Estate Pre-Sales & CRM

Job Purpose

The Senior Executive - Pre-Sales & Customer Relationship Management will be responsible for driving the end-to-end lead lifecycle, managing customer engagement from initial inquiry to post-sales documentation, and coordinating digital marketing campaigns. This role acts as a bridge between prospective homebuyers, internal sales/legal teams, and digital marketing agencies to optimize lead conversion, facilitate timely payment collections, and maintain accurate sales performance metrics.

Key Responsibilities

1. Pre-Sales & Lead Management

• Manage end-to-end pre-sales operations, including handling customer inquiries, lead allocation, qualification, and structured follow-ups.
• Maintain and update real estate CRM/ERP systems (e.g., Sell.do, B2B property portals) to ensure seamless tracking of lead progression through the sales funnel.
• Actively engage with prospective buyers to understand property requirements, provide detailed project information, schedule site visits, and push leads toward conversion.

2. Customer Relationship Management & Post-Sales Support

• Serve as the key liaison for post-sales operations, ensuring a high-touch customer experience.
• Coordinate customer payment schedules, send demand notes, and execute regular payment follow-ups to maintain healthy cash flow.
• Assist in drafting and coordinating legal documentation, including Agreements for Sale, MOUs, and other property-related paperwork.
• Address customer queries and resolve post-booking concerns promptly to maintain strong customer satisfaction and referral generation.

3. Digital Marketing & Campaign Coordination

• Manage online property listings across major real estate portals and maintain accurate project information.
• Plan and execute direct customer outreach campaigns via bulk Email, SMS, and WhatsApp messaging platforms.
• Analyze Google Ads performance and lead volume, assisting with campaign budget coordination and lead attribution tracking.
• Collaborate with external creative and digital marketing agencies to deliver project collateral, ad creatives, and marketing content.

4. Sales MIS & Reporting

• Prepare, maintain, and analyze regular Sales MIS reports to evaluate lead conversion rates, campaign effectiveness, and overall sales team performance.
• Track and present lead pipeline metrics to senior leadership during review meetings.

Key Requirements & Qualifications

• Experience: 3-4 years of hands-on experience in Real Estate Pre-Sales, Customer Relationship Management (CRM), and Sales Coordination.
• Education: Any Graduate

Technical Skills:

• Proficient in real estate CRM/ERP platforms (e.g., Sell.do, property portals).
• Functional understanding of Google Ads analytics, budget coordination, and lead management.
• Experience with bulk messaging software (Email, SMS, WhatsApp marketing tools).
• Advanced knowledge of Microsoft Excel for MIS reporting and tracking.

Core Competencies:

• Excellent verbal and written communication skills (Bengali, English, and Hindi).
• Customer-centric approach with strong negotiation and problem-solving abilities.
• Strong organizational and multi-tasking skills with a keen eye for detail.