Job Description
Position: Pre-Sales Executive / Telecalling Executive
Department: Sales & Client Relations
Location: Kochi / Kottayam
Reports To: Team Leader – Pre Sales / Client Advisory Manager
About the Role
YESTE Migration & Education Consulting Pvt. Ltd. is looking for energetic, enthusiastic, and customer-focused professionals who are passionate about speaking with people and creating opportunities through meaningful conversations.
As a Pre-Sales Executive, you will be the first point of contact for prospective clients enquiring about Australian Migration and Overseas Education services. Your primary responsibility is to engage with assigned leads, understand their requirements, build interest in our services, qualify prospects, and schedule consultations for the Client Advisory Team.
This is an excellent opportunity for individuals who enjoy telecalling, relationship building, and sales and wish to build a rewarding career in the migration and overseas education industry.
Key Responsibilities
Lead Engagement
- Contact all assigned leads promptly through outbound telephone calls.
- Respond to inbound enquiries professionally and courteously.
- Build rapport with prospective clients and create a positive first impression of YESTE.
- Understand the client's migration or study abroad requirements through effective questioning.
- Verify and update client information accurately.
Lead Qualification
- Assess whether enquiries meet the basic eligibility criteria for YESTE's services.
- Identify serious and potential clients through structured conversations.
- Record key information including education, occupation, work experience, destination preference, and migration goals.
- Categorise leads based on qualification and readiness.
Appointment Generation
- Schedule consultations between qualified clients and the Client Advisory Team.
- Confirm appointments and send reminders to clients.
- Ensure maximum attendance for scheduled consultations.
- Coordinate appointment rescheduling where required.
Follow-Up Activities
- Conduct regular follow-ups with warm and pending leads.
- Reconnect with inactive prospects and encourage further engagement.
- Ensure every assigned lead receives timely follow-up until converted, closed, or marked inactive.
- Maintain a structured follow-up calendar.
CRM Management
- Update Zoho CRM after every client interaction.
- Maintain accurate records of calls, follow-ups, appointment status, and lead progress.
- Record call outcomes and next follow-up dates.
- Ensure no lead remains unattended.
Customer Experience
- Deliver exceptional customer service during every interaction.
- Listen actively and communicate professionally.
- Build trust while maintaining a friendly and positive attitude.
- Handle objections politely and escalate complex queries to the Client Advisory Team.
Team Collaboration
- Work closely with Client Advisory Executives and Team Leaders.
- Coordinate with the Marketing Team regarding lead quality.
- Participate in daily sales meetings and training sessions.
- Share customer feedback to improve lead conversion strategies.
Daily Activities
- Make outbound calls to assigned leads.
- Attend inbound enquiries.
- Qualify prospects.
- Schedule consultations.
- Follow up with pending clients.
- Update CRM after every interaction.
- Submit daily call reports.
- Achieve assigned activity targets.
Key Performance Indicators (KPIs)
Performance will be evaluated based on:
- Number of outbound calls completed daily.
- Contact rate on assigned leads.
- Number of qualified leads generated.
- Number of consultations scheduled.
- Appointment attendance rate.
- Follow-up compliance.
- CRM update accuracy.
- Customer satisfaction and call quality.
- Teamwork and attendance.
- Overall contribution to sales pipeline.
Skills & Competencies
Essential Skills
- Excellent verbal communication skills.
- Strong telephone etiquette.
- Active listening skills.
- Confidence in speaking with prospective clients.
- Customer service orientation.
- Time management.
- Basic computer proficiency.
- Ability to multitask.
Preferred Skills
- Sales aptitude.
- Persuasion and influencing skills.
- CRM software knowledge (Zoho CRM preferred).
- Ability to work in a target-driven environment.
- Positive and enthusiastic attitude.
Educational Qualification
- Bachelor's Degree in any discipline.
- Fresh graduates with excellent communication skills are encouraged to apply.
Experience
Preferred:
- 0–2 years of experience in:
- Telecalling
- Customer Service
- Inside Sales
- Pre-Sales
- Lead Generation
- Call Centre Operations
- Overseas Education
- Immigration Consultancy
Freshers with strong communication skills and a willingness to learn will also be considered.
Career Progression
Pre-Sales Executive / Telecalling Executive → Senior Pre-Sales Executive → Client Advisory Executive → Senior Client Advisory Executive → Team Leader → Sales Manager
Pay: ₹10,000.00 - ₹18,000.00 per month
Work Location: In person
