Phagun Malhotra

1. Sales Support and Team Leadership: I oversee a team of sales consultants specializing in Canada Visa sales. I actively take sales support calls using 3CX software to guide and assist agents, ensuring the successful conversion of leads and sales.

2. Reporting and Data-Driven Insights: I am responsible for generating comprehensive daily, weekly, and monthly reports, which are shared with both the management team and the client. These reports provide valuable insights into our performance and assist in data-driven decision-making.

3. Utilizing Cloud-Based Solutions: I leverage cloud-based IT solutions like Zoho on a daily basis to follow up with existing clients of my agents. This involves making calls and sending emails to efficiently convert sales during follow-up interactions, recognizing the importance of closing sales during these interactions.

4. Data Analysis and Lead Assignment: Collaborating closely with the MIS team, I utilize data analysis to efficiently assign leads to agents, ensuring that resources are optimally allocated based on data-driven results. This approach maximizes our sales potential.

5. Client Relationship Management and Financial Oversight: I engage in monthly client meetings to present set targets and discuss the financial incentives provided by the client. I play a crucial role in allocating these incentives to achieve the desired outcomes. Additionally, I ensure that operations adhere to the Code of Conduct (COC) and actively participate in hiring, talent recognition, and finance management for the project.

Furthermore, I organize team outings and parties to foster a sense of appreciation and camaraderie among the team members, recognizing and celebrating their efforts on a regular basis.

1. Team Leadership and Sales Target Setting: As an Acting Team Leader in the Canada Visa sales department, I took on the dual responsibility of setting targets for the team, including my own targets. I managed a team of 10 people, actively participating in sales calls alongside handling team management.

2. Recruitment and Coordination: I conducted interviews for new talent while simultaneously liaising with the Project Management Office (PMO) of the company. This involved seeking support according to the project's specific requirements and ensuring a well-structured team.

3. Utilizing Cloud-Based Solutions: We relied on cloud-based systems, particularly Zoho CRM, to efficiently manage leads. I actively dialed assigned leads, sent emails, and updated relevant information within the system. This was crucial for submitting Canada immigration applications after customers made payments and signed agreements.

4. Performance Monitoring and Feedback: I maintained comprehensive sales records and provided daily, weekly, and monthly updates to my inline manager. Additionally, I played a key role in hiring new talent and offering On-the-Job Training (OJT) to new agents. Regular feedback sessions with the quality team helped enhance agent performance.

5. Incentive Calculation and Communication : I was responsible for calculating, sharing, and distributing incentives among team members. Utilizing Excel, I meticulously maintained all relevant data for professional use. Communication with my inline manager was facilitated through arranged meetings and email correspondence, ensuring effective coordination.

During the challenging times of the COVID-19 pandemic, I leveraged performance by coordinating team sales calls and simultaneous Zoom meetings, while also tracking agent attendance, daily dial counts, talk time, and sales with the assistance of the MIS team to ensure operational continuity and success.

1. Lead Conversion Expertise: As a Sales Professional at ImmigCanada Canada Immigration, my role centered around converting leads into clients. These leads were generated by the marketing team through various platforms like Facebook, Instagram, LinkedIn, and local e-newspapers. The leads provided comprehensive information, including age, educational background, English language proficiency, and more.

2. Efficient CRM Utilization: I effectively utilized Zoho CRM to manage the daily influx of leads provided by my inline manager, typically around 15 leads per day. This tool allowed for organized lead tracking and streamlined communication, ensuring a seamless workflow.

3. In-Depth Knowledge of Canada Immigration Process: Leveraging my in-depth knowledge of the Canada immigration process, I consistently maximized benefits for myself and the team. This expertise allowed me to excel in earning weekly and monthly push incentives, as well as early logoff privileges, thanks to my ability to guide clients effectively through the intricacies of the immigration process.

4. Versatility in Client Engagement: The role demanded versatility in client engagement, encompassing both B2C and B2B selling skills. I worked closely with licensed professionals authorized by the Government of Canada to assist individuals looking to initiate their PR process or entrepreneurs aspiring to open businesses in Canada using business visas.

5. Continuous Growth and Learning: As a top performer, I consistently achieved sales targets and maintained a commitment to continuous learning. I continuously sought out different ways to convince potential clients and guide them through the process, often successfully closing deals on the same day.

My role at ImmigCanada Canada Immigration required a combination of sales prowess, in-depth knowledge of Canada's immigration processes, and adaptability in engaging both individual and business clients, resulting in consistent success and growth as a Sales Professional.

1. Lead Conversion Expertise: As a Sales Professional at ImmigCanada Canada Immigration, my role centered around converting leads into clients. These leads were generated by the marketing team through various platforms like Facebook, Instagram, LinkedIn, and local e-newspapers. The leads provided comprehensive information, including age, educational background, English language proficiency, and more.

2. Efficient CRM Utilization: I effectively utilized Zoho CRM to manage the daily influx of leads provided by my inline manager, typically around 15 leads per day. This tool allowed for organized lead tracking and streamlined communication, ensuring a seamless workflow.

3. In-Depth Knowledge of Canada Immigration Process: Leveraging my in-depth knowledge of the Canada immigration process, I consistently maximized benefits for myself and the team. This expertise allowed me to excel in earning weekly and monthly push incentives, as well as early logoff privileges, thanks to my ability to guide clients effectively through the intricacies of the immigration process.

4. Versatility in Client Engagement: The role demanded versatility in client engagement, encompassing both B2C and B2B selling skills. I worked closely with licensed professionals authorized by the Government of Canada to assist individuals looking to initiate their PR process or entrepreneurs aspiring to open businesses in Canada using business visas.

5. Continuous Growth and Learning: As a top performer, I consistently achieved sales targets and maintained a commitment to continuous learning. I continuously sought out different ways to convince potential clients and guide them through the process, often successfully closing deals on the same day.

My role at ImmigCanada Canada Immigration required a combination of sales prowess, in-depth knowledge of Canada's immigration processes, and adaptability in engaging both individual and business clients, resulting in consistent success and growth as a Sales Professional.