The Pre-Sales Executive serves as the critical link between potential customers and the sales team, initiating engagement, understanding customer needs, presenting tailored real estate solutions, and ensuring a smooth transition through the sales pipeline. This role combines market understanding, communication excellence, and process discipline to drive qualified leads and enhance conversion efficiency.
Key Responsibilities
- Customer & Market Engagement
- Proactively reach out to domestic and international prospects through outbound calls, emails, and messaging to generate new leads.
- Manage inbound inquiries from property portals, campaigns, and walk-ins, identifying customer intent, budget, location preferences, and investment objectives.
- Present detailed project information, pricing, amenities, floor plans, and payment structures with confidence and clarity.
- Schedule, confirm, and follow up on site visits, ensuring prospects are smoothly guided through each step of the decision-making process.
- Address client queries and handle objections professionally, ensuring a high-quality customer experience.
- Internal Collaboration & Process Management
- Coordinate closely with the sales and marketing teams to align lead generation strategies, campaign performance, and conversion goals.
- Maintain accurate and timely records in CRM, capturing lead details, interactions, and activity updates.
- Share valuable market trends, competitor intelligence, and customer feedback with internal teams to support informed business decisions.
- Support seamless handover of qualified leads to the sales team, ensuring continuity in customer engagement.
- People & Team Development
- Assist and collaborate with sales colleagues in follow-up strategies and client coordination.
- In larger teams, guide and support junior pre-sales executives or new joiners on qualification techniques and communication best practices.
Typical Day-to-Day Activities
- Identify, qualify, and nurture domestic and NRI leads through personalized outreach (calls, WhatsApp, and email).
- Conduct a detailed client need analysis and recommend suitable projects based on requirements.
- Schedule, coordinate, or accompany clients for property tours and meetings.
- Manage and update all client and activity data in CRM systems with accuracy.
- Prepare and share client-facing materials such as presentations, brochures, and project briefs.
- Stay updated on ongoing projects, new launches, competitor pricing, and local real estate trends.
- Participate in sales huddles, campaign reviews, and internal training sessions to improve process efficiency and conversion outcomes.
About Company: Zvisory (a trademark of Propcrown Global LLP) is a distinguished full-service boutique Real Estate brokerage and advisory firm, offering comprehensive solutions in the dynamic landscapes of Delhi NCR, Telangana, Karnataka, Maharashtra and the United Arab Emirates (UAE) real estate markets. With a commitment to excellence and a deep understanding of the intricacies of these markets, Zvisory stands as a trusted partner for clients seeking unparalleled real estate services.
Zvisory is not just a real estate brokerage; it is a strategic partner dedicated to navigating the complexities of the Delhi NCR, Telangana, Karnataka, Maharashtra and the United Arab Emirates (UAE) real estate markets, providing clients with a seamless and rewarding real estate experience. Whether you are a prospective buyer, seller, or investor, Zviosry stands ready to turn your real estate aspirations into reality.
