Presales Executive

About the Role

The Presales Executive role is a full-time, on-site position based in Navi Mumbai. This role involves engaging prospective clients, qualifying leads, and providing detailed information about Sara Reality’s property portfolio and services. The Presales Executive will manage incoming inquiries, conduct follow-up calls and meetings, and support the sales team with presentations, proposals, and basic RFP responses. Day-to-day responsibilities include maintaining accurate records in CRM tools, coordinating property site visits, and ensuring a positive client experience from initial contact to handover to the sales team. The role also requires close collaboration with marketing and sales to align messaging, understand new listings, and contribute to client-focused presales strategies.

Key Responsibilities

• Manage incoming inquiries.
• Conduct follow-up calls and meetings.
• Support the sales team with presentations, proposals, and basic RFP responses.
• Maintain accurate records in CRM tools.
• Coordinate property site visits.
• Ensure a positive client experience from initial contact to handover to the sales team.
• Collaborate closely with marketing and sales to align messaging and understand new listings.
• Contribute to client-focused presales strategies.

Requirements & Tech Stack

• CRM systems
• Spreadsheets
• Standard office productivity tools

Qualifications

• Strong client-facing communication skills, including clear verbal and written communication and confident presentation abilities.
• Lead generation skills, with experience in identifying, qualifying, and nurturing prospects through calls, digital channels, and events.
• Sales and presales capabilities, including basic RFP handling, preparing proposals, and supporting the sales team in closing opportunities.
• Customer service skills, with a focus on responsiveness, relationship-building, and managing client expectations professionally.
• Knowledge of real estate or related sectors in Navi Mumbai or similar markets is an advantage.
• Comfort with CRM systems, spreadsheets, and standard office productivity tools.
• Ability to work on-site, manage multiple leads simultaneously, and collaborate effectively with cross-functional teams.
• Relevant diploma or bachelor’s degree in business, marketing, real estate, or a related field preferred.