Client Relationship Executive

Job Summary

The Counselor Officer will be responsible for managing incoming leads, making outbound sales calls, guiding prospective customers/students through the decision-making process, and achieving assigned conversion targets. This role requires excellent communication skills, a customer-centric approach, and strong sales orientation.

Key Responsibilities Lead Management & Follow-Up

• Handle inbound inquiries through calls, WhatsApp, email, CRM, or walk-ins.
• Make proactive outbound calls to new and existing leads to generate interest and qualify prospects.
• Maintain timely follow-up with potential clients to maximize conversion opportunities.
• Update and manage lead information in CRM/software regularly.

Sales & Counseling

• Understand customer needs and provide accurate information on products, services, courses, or programs.
• Deliver professional counseling to guide customers through their selection and enrollment/booking process.
• Present offerings clearly, addressing queries and objections to close sales successfully.
• Achieve monthly and quarterly sales, revenue, and conversion targets.

Customer Service & Relationship Building

• Create a positive customer experience through a friendly and supportive approach.
• Build long-term relationships with clients through regular follow-up and engagement.
• Provide post-sales support when required.

Coordination & Reporting

• Coordinate with internal departments (Marketing, Operations, Finance, etc.) to ensure smooth customer onboarding.
• Prepare daily/weekly sales reports and performance updates.
• Maintain high accuracy and professionalism in documentation and communication.

Required Skills & Qualifications

• Bachelor’s degree in any discipline (Business, Marketing, or related fields preferred).
• Prior experience in lead management, telesales, counseling, or customer service is an advantage.
• Excellent communication and interpersonal skills.
• Strong persuasion, presentation, and negotiation skills.
• Goal-oriented mindset with the ability to work under targets.
• Proficiency in MS Office and CRM tools.
• Ability to handle pressure and adapt to a fast-paced environment.

Preferred Qualities

• Friendly, patient, and empathetic approach to customers.
• Positive attitude with a strong sense of ownership.
• Quick learner with the ability to understand product/service details