Pre sales executive
The UrbanIndia
Bengaluru, Karnataka, IndiaFresher57m agovia LinkedIn
Pre-sales Executive
Key Responsibilities
- Lead Qualification & Conversion:
- Call all inbound and outbound leads generated via digital channels, referrals, and partners.
- Understand income profile, employment type, property details, and loan requirement.
- Ask structured pre-qualification questions to assess feasibility and identify high-intent customers.
- Customer Advisory — Initial Conversations:
- Explain Butter Money's value proposition clearly and confidently.
- Guide customers on loan eligibility basics and documentation readiness.
- Clarify doubts on the loan process and next steps.
- Ensure smooth handover to the Advisory or Operations team.
- Deal Tracking & CRM Hygiene:
- Route qualified cases to internal advisory or ops teams.
Requirements & Tech Stack
- Sales
- CRM
- Customer