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shriram properties ltd

Sr.Executive / AM / DM - Pre-Sales ( QA )

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  • Posted 2 days ago
  • Be among the first 10 applicants
Early Applicant

Job Description



  • Call Monitoring & Evaluation
  • Listen to recorded customer calls handled by Presales Associates.
  • Call Dispositions IP, VP/VC & Lost Leads
  • Evaluate each call based on key parameters:
    • Greeting & call opening standards.
    • Understanding customer requirement (project preference, budget, location).
    • Product/project explanation quality.
    • Data accuracy and lead qualification.
    • Call closure & follow-up commitment.
  • Score calls as per the QA evaluation sheet / scorecard.
  • Share daily call feedbacks with Team Leaders and respective associates.
  • CRM / Salesforce Audit
  • Verify if leads are updated properly in Salesforce (SFDC):
    • Call status, lead source, comments, and next action are properly tagged.
    • Duplication, missing call logs, or wrong tagging are flagged.
  • Check for leads without follow-ups, delayed callbacks, or incomplete notes.
  • Ensure leads marked as VC / VD / Booked / Lost are justified with valid remarks and documents.
  • Quality Reporting & Insights
  • Prepare and share daily QA summary reports:
    • Total calls audited.
    • Common issues or process gaps.
    • Top and bottom performers.
  • Maintain weekly dashboards to track improvement trends and highlight recurring errors.
  • Present findings to Presales Head / Business Analyst / AGM during review meetings.
  • Feedback & Coaching
  • Provide one-on-one feedback sessions to associates on their call quality.
  • Share recorded examples of best and poor calls during team reviews.
  • Recommend training sessions for communication, objection handling, and CRM usage.
  • Track improvement progress of each associate after feedback.
  • Process & Compliance Checks
  • Audit lead allocation process ensure no data leakage or bypassing of protocol.
  • Ensure WhatsApp & SMS communications follow approved templates and tone.
  • Cross-verify that associates adhere to callback.
  • Monitor lead distribution fairness and check if round-robin allocation is followed.
  • Coordination with Cross-Functional Teams
  • Work closely with Presales Team Leaders for improvement plans.
  • Based on the observations conduct Refresher Trainings.
  • Coordinate with Salesforce Support / IT for technical corrections or CRM enhancements.
  • Documentation & Process Improvement
  • Keep QA SOPs and evaluation sheets updated with new business changes.
  • Document call patterns, customer objections, and effective resolutions for process improvements.
  • Suggest new parameters or quality benchmarks based on evolving business needs.

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Job ID: 145123125