
CRM / Presales Head - Real Estate
2 weeks ago
Location: Pune
Experience Required: 5 -10 years in Presales, preferably in Real Estate or related industries
Key Responsibilities:
Team Leadership & Management
- Lead, train, and mentor the presales team including tele callers, CRM executives, and customer engagement specialists.
- Define KPIs and track team performance; ensure adherence to SLAs for lead response and follow-up.
Lead Management & Conversion Support
- Oversee lead qualification processes and ensure timely and accurate lead assignment to the sales team.
- Work with marketing to ensure quality of leads generated via digital, ATL/BTL, broker, and walk-in channels.
- Use data-driven insights to optimize lead conversion rates and reduce drop-offs.
CRM & Technology Enablement
- Own the implementation and upkeep of CRM systems (e.g., Salesforce, Zoho, HubSpot, etc.).
- Ensure proper data hygiene, timely updates, and reporting from CRM tools.
- Automate lead nurturing workflows via emails, SMS, WhatsApp, and call campaigns.
Customer Experience & Communication
- Develop and oversee scripts, communication templates, and SOPs for consistent and high-quality customer interaction.
- Manage first-level customer queries, objections, and appointment scheduling.
- Work with marketing and sales to personalize customer outreach campaigns.
Cross-functional Coordination
- Liaise with marketing for campaign insights, lead generation feedback, and optimization suggestions.
- Coordinate closely with the sales team to ensure lead handovers are timely and productive.
- Provide feedback to product and operations teams on customer expectations and pain points.
Reporting & Analysis
- Prepare weekly/monthly reports on lead funnel metrics, campaign performance, and team productivity.
- Analyze lost leads and suggest corrective measures.
Qualifications & Skills:
- Bachelors degree in Business, Marketing, or related field; MBA preferred.
- Minimum 5-10 years of presales experience with at least 3 years in a leadership role, ideally in Real Estate.
- Strong knowledge of the real estate customer journey and buying cycle.
- Hands-on experience with CRM platforms and lead management tools.
- Excellent communication, interpersonal, and team management skills.
- Data-driven mindset with ability to analyze and optimize presales processes.
Key Performance Indicators (KPIs):
- Lead response time & quality
- Conversion rate from lead to site visit
- Site visit to closure ratio support
- CRM data accuracy and completeness
- Team productivity and efficiency
- Customer satisfaction (first-touchpoint experience)
Interested candidates can share their resume on WhatsApp
Contact Person - Kreena Bhayani
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