Walk-in || CRM/ Pre - Sales Executive

Job Description CRM / Pre-Sales Executive

Company: RAMS Real Estates
Department: Sales & Marketing
Designation: CRM / Pre-Sales Executive
Experience: 1–3 years in Real Estate / Pre-Sales / Telecalling / CRM
Salary: 25,000 – 30,000 per month
Location: Chennai
Reporting To: Sales Manager / CRM Manager

Job Summary

We are looking for a CRM / Pre-Sales Executive to manage incoming real estate leads, engage with prospective customers, qualify enquiries, coordinate site visits, and support the sales team in converting leads into site visits and bookings.

The ideal candidate should have excellent communication skills, strong follow-up discipline, good knowledge of CRM systems, and an understanding of the real estate sales process.

Key Responsibilities

1. Lead Management

• Receive and respond to leads generated through digital marketing, portals, referrals, walk-ins, and other sources.
• Make outbound calls to prospective customers and understand their requirements.
• Qualify leads based on budget, location preference, property type, timeline, and purchase intent.
• Categorize and prioritize leads based on their potential.

2. Pre-Sales & Customer Engagement

• Explain project details, location advantages, specifications, amenities, pricing, and offers to prospective customers.
• Handle customer queries and provide accurate project information.
• Maintain regular follow-ups with prospective customers through calls and WhatsApp.
• Nurture prospects until they are ready for a site visit or further discussion with the sales team.

3. Site Visit Coordination

• Schedule and confirm site visits with prospective customers.
• Coordinate with sales executives regarding scheduled visits.
• Send project location, Google Maps, brochures, and other required information to customers.
• Follow up with customers after site visits and update their status.

4. CRM Management

• Maintain accurate and updated customer records in the CRM.
• Ensure all calls, follow-ups, enquiries, site visits, and customer interactions are recorded.
• Track lead status and ensure no potential lead is left unattended.
• Prepare daily and weekly lead follow-up reports.

5. Sales Support

• Work closely with the Sales Manager and Sales Executives to improve lead-to-site-visit and site-visit-to-booking conversions.
• Identify hot and high-potential leads and escalate them to the sales team.
• Support the sales team with customer information and follow-up requirements.
• Assist in reactivating old and dormant leads.