Conversion & Visa Officer

Job Title : Conversion Officer

Reports To : Business Head / Territory RM

Business Function : Sales Support

Location : Mumbai / Pune (Remote)

Job Description:

As a Conversion Officer, you will play a pivotal role in supporting Regional Heads / their proxies across different territories in converting applications to paid students. This role requires a dynamic individual with strong communication skills, both written and spoken and a keen attention to detail. Operating in a desk-based environment, you will collaborate closely with Sales teams (or as designated) to ensure a smooth transition of potential students to enrolment phase, and beyond.

You will be ensuring a connected and seamless experience for prospective students throughout their journey. As a valuable member of a high-performing team, you will contribute to the overall effective service delivery by providing top-quality admissions support to applicants, agents, and academic decision-makers, all while adhering to established standards. This dynamic role encompasses various tasks related to university admissions.

Duties and Responsibilities:

• Maintain a Healthy Pipeline:

• Pipeline drill with BD and their agents to discuss application status. Conduct regular checks to ensure applications are progressing within expected timelines and address any delays.

• Ensure the application pipeline is accurate and up to date, with correct statuses (change stages without waiting for BDs (but after taking inputs from them); to avoid delay in application processing and adherence to processes by BDMs
• Support Application Progression: Collaborate with BDMs to ensure every application moves smoothly through the process and reaches the visa stage.
• Assist the BD Teams for release of offers, interview links, delays from Admission / Visa teams or for any other application related issues involving Admissions/Visa teams

• Close previous intake applications: Follow up with BD Teams for closure of past intake applications

• Provide CRM/refresher training to new joiners or agents if required

• Document Collection & Follow-ups:

• Engage with agents/students for pending documents to facilitate conversion from COL to UCOL

• Engage with agents / students to ensure collection of visa documents as per the regional checklist
• Uploading documents CO may upload the documents to help BDMs while they travel. Documents received on email are recommended
• Regular calling to agents/students for documents follow up on COL/Visa stage

• Assessment of documents at Visa stage:

• Ensuring all documents are received as per the regional checklist

• Conduct a detailed assessment of documents at Visa stage for correctness as per the visa requirements of their territories

• Forward the documents to the Compliance team for final review and coordinate for release of Visa letter

• Deadline communication: regular forwarding of deadlines to agents and BD Team to ensure timely submission of application and documents

• Updating Notes on CRM, post conversation with agent/student with a summary
• Pipeline Tracking & Reporting: Monitor pipeline progress for each brand and team member, generate reports, and share insights with RMs and Heads.
• Communication: Ensure all important updates or new communications are promptly shared with BDMs if not already communicated by DMs or Heads.
• Maintain a follow up on the refund cases raised by the BD teams
• Innovative approach: predicting issues, resolving issues with a proactive approach.

Essential Criteria:

• Undergraduate/bachelors degree or equivalent.
• Experience in Overseas Education industry.
• Strong attention to detail.
• Excel and data statistics tools such as pivot table or v-lookups
• Excellent communication skills, both written and spoken in English.
• Ability to manage a diverse workload independently and as part of a team.
• Enjoys following and improving processes.
• A cool and calm temperament
• Ability to multitask and handle pressures.

Desirable Criteria:

• Knowledge of CRM s/w such as Zoho or Salesforce
• Experience of working or studying abroad