Customer Relationship Management Trainee

About the Company

FORTUNECHIMMIZONE PVT LTD specializes in providing immigration and global mobility solutions.

About the Role

Management Trainee position focused on client relationship management, sales, business development, immigration documentation, and operational coordination. This is a target-oriented role.

Key Responsibilities

• Client Relationship Management & Lead Conversion:
• Contact prospective clients through assigned leads, calls, and emails.
• Understand client requirements and immigration interests.
• Explain company services and immigration consultation processes.
• Follow up with interested prospects and maintain client communication.
• Convert qualified leads into clients through professional communication and sales techniques.
• Work towards achieving individual and team-based conversion targets.
• CRM & Documentation Management:
• Maintain accurate and updated client information in the company’s CRM system.
• Document client interactions, call records, follow-ups, lead status, and conversion updates.
• Collect, organize, and verify preliminary client information and supporting documents.
• Maintain systematic client records and ensure timely updates in the CRM.
• Handle confidential client information responsibly.
• Immigration Operations & Case Coordination:
• Coordinate with senior consultants and relevant departments for client case assessments.
• Assist in preparing preliminary case summaries, reports, and documentation checklists.
• Track client progress and coordinate pending requirements.
• Develop an understanding of PR pathways, work permits, employer-sponsored visas, and immigration procedures.
• Ensure clients receive timely updates regarding their cases.
• Business Development & Performance Management:
• Identify opportunities to improve lead engagement and client conversion.
• Maintain daily activity reports, follow-up records, and conversion reports.
• Participate in sales meetings, training sessions, and performance reviews.
• Collaborate with sales and operations teams to achieve organizational objectives.
• Suggest improvements in client handling, lead management, and internal processes.

Requirements & Tech Stack

• CRM system
• MS Excel, Word, email, and other office applications

Qualifications

• Bachelor’s degree in Business Administration, Management, Commerce, Humanities, or any relevant discipline.
• Fresh graduates are welcome to apply.
• Excellent verbal and written communication skills.
• Confidence in handling client calls and professional conversations.
• Strong persuasion, interpersonal, and relationship-building abilities.
• Basic knowledge of MS Excel, Word, email, and other office applications.
• Good organizational skills and attention to detail.
• Willingness to learn sales processes, CRM systems, and immigration operations.
• Ability to work in a target-driven and performance-oriented environment.
• Positive attitude, professional conduct, and willingness to take responsibility.
• Preferred: Candidates interested in sales, client relationship management, business development, and international immigration services.

Salary & Benefits

• Fixed Monthly Salary: ₹20,000 – ₹25,000
• Performance Incentives: Based on successful client conversions.
• Professional Development: Structured training in CRM management, sales, client handling, and immigration operations.
• Career Growth: Opportunities to progress into senior positions.
• Practical Exposure: Hands-on experience in the international immigration and global mobility industry.