Advisor - Iv

9 months ago

Ahmedabad Gujarat, India Rao Group of Companies Full time

**Advisor - IV**
- Providing best counselling and improving & focusing customer satisfaction services.
- Taking strong sales telephonic follow ups on daily basis.
- Regular follow up updates in CRM with provided format.
- Ready to accept new challenges, new programs & new policies.
- Learning & surfing immigration official website on daily basis.
- Taking trainings & updates for immigration programs and implementing into counselling.
- Responsible for Sales Revenue & Registration number.
- Registration in CRM
- Submit agreement to the accounts department
- Upload Agreement in CRM and case handover in CRM
- Payment details send to the account department
- CRM form and ID proof send to account with proper details
- Case handover to advisor and sign handover sheet and scan copy to be kept in the CRM
- Register clients’ agreements formality (fill-up/docu.sign/verbal-sign)
- Cross Selling

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