Job Description – Presales Executive
Real Estate – Channel Partner Sales
Location: Chennai, Tamil Nadu
Department: Sales & Business Development
Employment Type: Full-Time
Experience Required: 1–3 Years
Salary Range: ₹20,000 – ₹30,000 per month, depending on experience, skills, and caliber
Reporting To: Sales Head / Management
Job Summary
We are looking for a dynamic, customer-oriented, and target-driven Presales Executive for a real estate business focused on channel partner and direct property sales.
The candidate will be responsible for handling property enquiries, qualifying prospective buyers, coordinating with channel partners, presenting project details, scheduling site visits, maintaining CRM records, and following up with prospective customers until booking and sales closure.
The ideal candidate should have prior experience in real estate presales, inside sales, or channel partner sales, along with excellent communication, customer-handling, and follow-up skills.
Key Roles & Responsibilities
1. Lead & Enquiry Handling
- Respond promptly to leads received through channel partners, telephone calls, WhatsApp, websites, property portals, social media, and walk-ins.
- Qualify prospective buyers based on budget, preferred unit type, purchase purpose (self-use or investment), loan requirements, and purchase timeline.
- Register leads under the appropriate channel partner and ensure proper lead management.
- Avoid duplicate or disputed lead registrations through accurate record maintenance.
2. Sales Pitch & Project Presentation
- Explain project location, layouts, specifications, amenities, pricing, payment plans, and applicable approvals such as CMDA, DTCP, and RERA.
- Present project advantages, nearby connectivity, growth potential, and relevant comparisons with competing projects.
- Prepare cost sheets, quotations, and booking proposals.
- Provide accurate project information and assist customers in making informed property purchase decisions.
3. CRM & Sales Tool Management
- Record all leads, channel partner details, call notes, site visits, and follow-up dates in the CRM system.
- Update sales stages regularly, including enquiry, site visit, negotiation, booking, agreement, and registration.
- Generate reports on lead status, site visits, conversions, and channel partner performance.
- Maintain effective usage of MS Excel / Google Sheets, email, and WhatsApp Business.
4. Site Visits & Follow-up Until Closure
- Schedule and coordinate site visits with prospective buyers and channel partners.
- Follow up consistently through calls, messages, and emails after site visits.
- Handle customer objections related to pricing, location, possession dates, loan requirements, and legal clarity.
- Negotiate within approved limits and escalate matters to management wherever required.
- Facilitate conversion of prospects into confirmed bookings.
- Assist in the collection of token amounts or booking advances as per company procedures.
5. Documentation & Team Coordination
- Coordinate with sales, accounts, legal, banking / loan partners, and site teams.
- Assist buyers with booking forms, KYC documentation, agreements of sale, and home loan processing.
- Share buyer feedback and market insights with the sales team to improve sales strategies.
- Ensure smooth coordination between customers, channel partners, and internal departments.
6. After-Sales & Relationship Building
- Ensure smooth handover of booked customers to post-sales and accounts teams.
- Follow up on payment schedules and customer satisfaction.
- Build and maintain relationships with customers and channel partners to generate referrals and repeat business.
- Provide timely assistance to customers during the booking and post-booking process.
7. Reporting & Target Achievement
- Submit daily and weekly reports on leads, site visits, bookings, and follow-ups.
- Achieve monthly targets for site visits and property bookings.
- Maintain accurate CRM records and ensure timely follow-up completion.
- Monitor lead-to-site-visit and site-visit-to-booking conversion rates.
Required Skills & Qualifications
- Graduate in any discipline. B.Com, BBA, MBA, or equivalent qualification will be preferred.
- 1–3 years of experience in real estate presales, inside sales, or channel partner sales.
- Hands-on experience with real estate or general CRM systems such as Zoho, LeadSquared, Salesforce, HubSpot, or similar.
- Strong spoken and written communication skills in English and Tamil.
- Knowledge of Hindi or Telugu will be an added advantage.
- Proficiency in MS Excel, Word, PowerPoint, and email communication.
- Basic knowledge of real estate transactions, home loans, registration processes, RERA, and property documentation.
- Good negotiation, persuasion, customer relationship management, and follow-up skills.
- Ability to work in a target-oriented sales environment.
Key Performance Indicators (KPIs)
- Number of leads generated and qualified through channel partners.
- Lead-to-site-visit conversion rate.
- Site-visit-to-booking conversion rate.
- Number of bookings and sales value closed.
- Follow-up completion rate.
- CRM data accuracy and timely updates.
- Channel partner engagement and relationship management.
Desired Candidate Profile
- Self-motivated, confident, and target-oriented.
- Strong customer-handling and communication abilities.
- Disciplined in follow-ups and sales pipeline management.
- Relationship-oriented with the ability to work effectively with channel partners.
- Collaborative and willing to support the sales team.
- Honest, ethical, and professional in dealings with customers and business partners.
Compensation
- Monthly Salary: ₹20,000 – ₹30,000, depending on experience, skills, and caliber.
- Compensation will be finalized based on the candidate’s relevant experience and suitability for the role.
To Apply
Interested candidates may send their updated CV to sudhir@educohire.com with the subject line “Application for Presales Executive – Chennai”.
For Queries, Contact:
9205582778