Pre-Sales Executive

Presales Consultant

About Us

Established in Gurgaon, Victory Financial Consulting is a Corporate DSA dedicated to helping individuals achieve their dream of homeownership. We collaborate with leading partner banks to help customers secure home loans at competitive interest rates.

With our industry expertise and extensive banking network, we simplify the home-loan process by reducing paperwork, providing transparent guidance, and ensuring a smooth and stress-free customer experience.

Job Brief

We are looking for an enthusiastic and customer-focused Presales Consultant to join our team. The ideal candidate will be responsible for connecting with prospective customers, understanding their home-loan requirements, explaining suitable financial products, qualifying leads, and converting prospects into potential business opportunities.

The candidate should have excellent communication and interpersonal skills, a consultative approach, and the ability to build strong relationships with customers over the phone.

Key Responsibilities

• Contact potential customers through calls to understand their home-loan requirements and financial needs.

• Explain home-loan products, interest rates, eligibility criteria, documentation, and other relevant services to prospective customers.

• Qualify leads based on customer requirements, eligibility, and purchase intent.

• Understand customer concerns and provide accurate information to build confidence and trust.

• Follow up with prospective customers through calls and messages to nurture leads and improve conversion.

• Generate interest and create qualified leads for the sales/field team.

• Coordinate with the field sales team and transfer qualified leads for further processing.

• Maintain accurate and updated customer information in the CRM/database.

• Keep detailed records of calls, follow-ups, customer requirements, and lead status.

• Handle customer queries, objections, and grievances professionally.

• Achieve assigned calling, lead-generation, follow-up, and conversion targets.

• Maintain a positive customer experience throughout the presales process.

• Stay updated on the company's loan products, partner banks, interest rates, and market offerings.

Required Skills & Qualifications

• Graduate in any discipline.

• 6 months to 3 years of experience in Presales, Telesales, Telecalling, Inside Sales, Customer Service, or a similar role.

• Excellent verbal communication and interpersonal skills.

• Strong convincing, negotiation, and objection-handling abilities.

• Good understanding of customer needs with a consultative approach.

• Ability to explain financial products and services in a simple and effective manner.

• Comfortable making a high volume of outbound calls.

• Target-oriented with a strong focus on lead conversion.

• Ability to handle rejection professionally and remain motivated.

• Good follow-up and relationship-management skills.

• Basic knowledge of CRM systems and MS Office/Google Workspace will be an advantage.

• Prior experience in home loans, banking, NBFC, real estate, insurance, or financial services will be preferred.

Experience

6 Months – 3 Years

Salary

As per industry standards / Based on experience and interview performance

Location

Gurgaon, Haryana

What We Offer

• Growth opportunities in the financial services industry

• Performance-based incentives

• Professional and supportive work environment

• Opportunity to work with leading banking partners

• Career growth based on performance

Join Victory Financial Consulting and become a part of a team helping customers turn their dream of homeownership into reality.

• It is a Full Time Sales / Business Development job for candidates with 0 - 2 years of experience.