Pre-sales Executive

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

Application Question(s)

Are you willing to establish your career in international migration sales?

Experience

Sales

1 year (Preferred)

Work Location

In person