Senior Executive – Pre-Sales
TRDFIN Support Services Pvt Ltd
5 - 10 years
Pune
Posted: 08/01/2026
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Job Description
Job Summary:
We are looking for an experienced and customer-focused Senior Pre Sales Executive to manage inbound leads, engage prospects, and support the sales team through effective communication and follow-ups. The role requires strong multilingual communication skills and hands-on experience in pre sales operations, preferably from real estate or financial services backgrounds.
Responsibilities:
- Act as the first point of contact for incoming customer leads and inquiries via Tele/Zoho CRM systems
- Engage with prospects through calls, meetings, and walkthroughs to qualify leads
- Conduct product briefings, site walkthroughs, and client interactions
- Understand customer requirements and align suitable solutions
- Coordinate closely with sales and marketing teams for smooth lead handover
- Maintain accurate records of leads, interactions, and follow-ups in CRM
- Ensure high standards of brand representation and customer experience
- Participate in events, exhibitions, and site activations as required
- Ensure timely follow-ups to improve lead conversion and walk-in generation
Requirements:
- Languages: Mandatory fluency in Marathi, Hindi, and English
- Experience: Minimum 4 years of relevant Pre-Sales experience
- Industry Preference: Real Estate ,Financial Services (Banking, Insurance, Credit Cards, BFSI )
- Work Mode: Full-time Onsite
- Strong interpersonal, communication, and follow-up skills
- Customer-first approach with a goal-oriented mindset
- Comfortable working with CRM tools and tele calling systems
Preferred Qualifications:
- Bachelors Degree in Business, Marketing, Communications , or related field
- Residential proximity to Bavdhan, Pirangut, Bhugaon, Bhukum, Kothrud , or nearby areas for easy commute
- Immediate joiners or candidates with short notice period preferred
compensation:
- Salary : 30,000 35,000 per month
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