Client Advisory Executive – Australian Migration Sales

Company : YESTE Migration & Education Consulting Pvt. Ltd.

Department : Sales

Reports To : Sales Team Leader / Sales Manager

Location : Kochi / Kottayam

Responsibilities:

1. Lead Management & Client Engagement

- Actively contact all assigned leads through telephone, WhatsApp, email, and virtual meetings within the defined response time.
- Ensure every assigned lead is attended to promptly without delay.
- Conduct professional consultations to understand the client's migration goals, educational background, work experience, occupation, English proficiency, and eligibility.
- Build rapport and establish trust with prospective clients through consultative selling.
- Maintain consistent communication throughout the sales journey until closure or disqualification.

2. Sales & Conversion

- Convert qualified enquiries into paid clients by effectively presenting YESTE's migration services.
- Achieve assigned monthly sales, revenue, and conversion targets.
- Explain YESTE's service packages, professional fees, payment schedules, and engagement process with confidence.
- Handle client objections professionally and provide appropriate solutions to maximize conversions.
- Identify cross-selling and upselling opportunities where appropriate.
- Ensure a high lead-to-enrolment conversion ratio through proactive follow-up and relationship management.

3. Australian Migration Consultation

- Conduct preliminary eligibility assessments for Australian migration pathways.
- Explain suitable visa options based on the client's profile, including Skilled Migration, Employer Sponsored, Student, Graduate, Partner, and Family visas.
- Provide accurate information regarding:
- Skills Assessment authorities (ANMAC, ACS, VETASSESS, Engineers Australia, TRA)




- Expression of Interest (EOI)
- State Nomination
- Australian Points Test
- English language requirements (IELTS, PTE, OET)
- Escalate complex migration matters requiring legal advice to the authorised Migration Expert or Registered Migration Agent.

4. Follow-Up & Client Relationship Management

- Maintain a disciplined follow-up schedule for all assigned prospects.
- Ensure no qualified lead is lost due to lack of follow-up.
- Re-engage inactive or undecided clients through structured follow-up campaigns.
- Maintain long-term relationships with clients until service enrolment and beyond.
- Provide timely updates and maintain a qualified client experience throughout the sales cycle.

5. Payment Collection & Sales Documentation

- Assist clients in completing the enrolment process.
- Coordinate and follow up on advance payments, instalments, and outstanding balances in accordance with company policy.
- Ensure all payment confirmations are properly documented and communicated to the Finance and Operations teams.
- Verify that required client documents are collected before initiating the application process.

6. CRM Management & Reporting

- Update Zoho CRM immediately after every client interaction.
- Record all calls, meetings, emails, WhatsApp conversations, quotations, payment status, and follow-up activities accurately.




- Maintain complete and up-to-date client records throughout the sales cycle.
- Submit daily, weekly, and monthly sales activity reports as required.
- Ensure data accuracy and compliance with company CRM standards.

7. Coordination with Internal Teams

- Coordinate with the Migration Experts, Client Application Specialists, Finance Team, and Operations Team to ensure seamless client onboarding.
- Ensure proper handover of converted clients along with complete documentation and payment details.
- Work closely with the Marketing Team by providing feedback on lead quality and campaign performance.
- Support quality assurance initiatives by maintaining documentation and communication standards.

8. Performance Expectations (KPIs) The Client Advisory Executive will be expected to consistently achieve:

- Contact 100% of assigned leads within the prescribed turnaround time.
- Maintain a high outbound calling and client engagement activity every working day.
- Meet or exceed monthly sales and revenue targets.
- Achieve the expected lead-to-enrolment conversion ratio.
- Maintain regular follow-up with all active prospects until closure.
- Ensure timely collection of client payments as per agreed milestones.
- Maintain 100% CRM compliance with accurate and timely updates.
- Deliver exceptional customer service with professional communication at every stage.
- Adhere to company SOPs, compliance requirements, and ethical sales practices.
- Participate in product knowledge sessions, sales coaching, and performance review meetings.
- Demonstrate accountability, teamwork, professionalism, and a results-oriented approach at all times.

Pay: ₹20,000.00 - ₹45,000.00 per month

Experience

- Migration Sales: 1 year (Required)

Work Location: In person

📌 Client Advisory Executive (Australian Migration) (Kochi)
🏢 YESTE Migration and Education Consulting
📍 Kochi