Presales Executive

Job Title:

Location:

Company Overview:

At Holistic Group, we are more than builders, we are creators of nature-centric living and customized second homes. From land procurement to designing nature themed gated communities with customized homes using innovative technologies and materials, from building it to managing the property, we curate every step.

Role & responsibilities:

1. Lead Management & Conversion

• Make outbound calls to the potential clients to introduce and promote our products/services.
• Identify and qualify leads by understanding their needs and requirements.
• Ask pertinent questions to ascertain the suitability of the lead for our offerings.

2. Product/Service Presentation

• Provide detailed information about our products/services, highlighting key features and benefits.
• Address any questions or concerns the potential client may have during the call.
• Tailor the conversation to the client's interests and needs to maximize engagement.

3. Schedule Site Visits

• Arrange site visits for qualified leads, coordinating with the sales and operations teams to ensure availability.
• Primarily focus on scheduling site visits on weekends and virtual presentations on weekdays to accommodate clients' convenience.
• Confirm appointments and send reminders to clients to ensure attendance.

4. Follow-Up

• Conduct follow-up calls and emails to leads who have shown interest but have not yet committed to a site visit or virtual meet.
• Maintain regular contact with leads who have scheduled visits to provide any necessary information and confirm attendance.

5. CRM Management

• Maintain accurate and up-to-date records of all interactions with leads and clients in the CRM system.
• Ensure all information is logged promptly and accurately for tracking and reporting purposes.
• Generate reports on call activities, lead status, and conversion rates as required by management on daily basis.

6. Collaboration

• Work closely with the sales team to ensure a seamless transition from lead generation to sales closure.
• Share insights and trends observed during calls with the marketing and product teams to help refine strategies and offerings.
• Participate in regular team meetings to discuss performance, challenges, and opportunities for improvement.

7. Target Achievement

• Consistently achieve daily, weekly, and monthly targets for calls made, leads qualified, virtual meets and site visits scheduled.
• Strive to exceed targets by adopting innovative approaches and leveraging best practices.

8. Continuous Improvement

• Stay updated on industry trends, product knowledge, and sales techniques.
• Attend training sessions and workshops to enhance skills and performance.
• Seek feedback from peers and supervisors to continuously improve call quality and effectiveness.

Preferred candidate profile:

• Proven experience in telecalling, telemarketing, or a similar presales role.(Real estate and second homes selling experience preferred)
• Exceptional verbal communication and interpersonal skills.
• Ability to handle rejection and remain positive during calls.
• Strong organizational skills and attention to detail.
• Proficiency in using CRM software and other sales tools.
• Flexibility to work on weekends as required.
• Self-motivated with a results-driven approach.