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Brokerage Sales Team (Internal)

Pre-Sales Agent

Call leads using the Android auto-dialer, log call outcomes, follow up with interested buyers, and book site visits.

Pre-Sales Manager

Set daily call targets for each telecaller, keep an eye on connect rates, reassign stalled leads, and review team performance.

Sales Executive

Meet buyers in person, run GPS-verified site visits, negotiate prices, reserve units, and confirm bookings.

Sales Manager

Oversee the sales team, approve discounts that go above the standard threshold, and track the full sales pipeline.

Post-Sales Executive

Take over once a booking is confirmed: collect documents, arrange the home loan, draft the agreement, and manage possession.

Post-Sales Manager

Oversee the post-sales pipeline, push on loan disbursement issues, and make sure every customer gets their keys on time.

Channel Partner (CP) Team

Sourcing Manager

Recruit and onboard external brokers. Verify their RERA, GST, and PAN. Pitch projects and commission structures to bring them on board.

Closing Manager

Based at the project site. Greets broker-referred clients, runs tours, negotiates the final price, and signs off on bookings.

Channel Partner Head

Oversees the entire external broker network, approves commission tier upgrades, and signs off on settlement payouts.

Support & Operations

Marketing Manager

Run voice campaigns, WhatsApp broadcasts, SMS and email campaigns, and manage all ad platform integrations.

Finance Officer

Log payments, generate invoices, record expenses, process builder commission invoices, and disburse broker settlements.

Executive Access

Business Manager

Full visibility across both Brokerage and CP lines. Tracks P&L, lead conversions, and team quotas from a high level.

Director

Board-level read and strategic approval access. Reviews corporate performance, margin analysis, and audit logs.

Admin

Manages system configuration, user accounts, role assignments, integration setup, and audits. Full access to everything.

Quick Role Reference